Week Ahead: Why the Market Misjudges Payrolls!

– Recorded on March 4, 2023 –

Welcome to the coming week! In this episode, Andrew and with Dominique Dwor-Frecaut discuss the Fed events of the past week and why the market is still not listening! What’s with the Fed mandate? Things to watch in the coming week including NFP, consumer credit data and is a 50bps rate hike in the US on the table?

Timestamps:

00:55 Financial market reactions to Fed officials, and is the market only hearing what it wants?
04:20 Will Powell drop hints of 50bps rate hike at GOP testimony.
05:00 Why the Fed has potentially overstretched their mandate.
06:00 Price action from the previous week and views from Dom and Andrew.
06:45 The week ahead
NFP and why Dominique disagrees with forecasts.
10:06 Consumer credit for Jan and why it is an interesting data print.
10:45 Feb NFP and how has the data looked since that bumper print?
11:20 Is Humphrey Hawkins a market event and is a 50bps hike on the table?
13:15 What has happened in Hive this week

(The commentary contained in the above article does not constitute an offer or a solicitation or a recommendation to make or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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