Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the NFP print in August and market reactions. Why Dominique still sticks to her call on the Fed. What's going on in energy markets and what investors should watch this week: Dominique's view on CPI, the latest Fed speakers, and what Dominique thinks will be on the agenda at Jackson Hole.

Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest Fed rate hike as well as BoJ events. Does Dominique think the Fed is willing to accept inflation at 4%, and what can end the Goldilocks markets!

Welcome to the Week Ahead! In this episode, Henry and Dominique discuss the Fed’s preference for a ‘Goldilocks’ macro backdrop, what is the main driver of the current inflation decline, why the market is pricing so many 2024 Fed rate cuts, and much more!

Welcome to the Week Ahead! In this episode, Henry and Dominique reflect on US and Europe central bank policies alongside inflation and real wage dilemmas. Dominique gives her take on the latest CPI print and why she still forecasts a Fed rate rise in November. Finally, what does Bullard’s departure mean for the hawks at the Fed?

Welcome to the Week Ahead! In this episode, Andrew and Dominique deep dive into last week’s NFP print, why the Fed’s inflation approach is still good for risk for the time being, and what’s the latest in the used car markets!

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market activity from the previous week. Does the Supreme Court's decision to block student debt forgiveness matter? Does Dominique agree with the current real rates? Will NFP print higher again? And why Dominique is expecting a good summer.

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market developments of the past week and discuss topics ranging from inflation and growth to key events to watch out for in the next few days.

Welcome to the Week Ahead! In this episode, Dominique is joined by Henry. They reflect on the events of the past week, including the Fed’s decision to pause rates in June, the market reaction, and if the Fed is losing credibility? Dominique also quizzes Henry on his research on ECB and BoE and who’s going to bear the cost of inflation.

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the events of the past week, including the treasury TGA revision as well as what the markets and investors can expect in the Fed week ahead.

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the US debt ceiling deal. What's next for the markets and what are the Fed's plans for the market now? Should investors be looking at market liquidity more closely and what's on for the week ahead!