Ep 336 | The week ahead - What might a Warsh-led Fed mean for markets? | Craigs On Point podcast

Описание: Ep 336 | The week ahead - What might a Warsh-led Fed mean for markets?
On Point with Craig's Investment Partners

In this week’s episode, Mark Lister, Investment Director at Craig’s Investment Partners, reviews another volatile week across global markets, with mixed equity performance, a sharp pullback in precious metals, and growing speculation around the future direction of US monetary policy.

Mark discusses the Federal Reserve’s latest decision, the appointment of Kevin Warsh as the new Fed Chair, and what his past views could mean for interest rates and market volatility. He also covers Australia’s hotter than expected inflation print, improving New Zealand business confidence, and what investors should be watching in the week ahead, including US jobs data, central bank meetings, and a busy earnings calendar.

Here’s what’s covered:
Global market performance and currency movements
The New Zealand dollar’s strength and impact on returns
Gold and silver’s sharp pullback after a strong January
The Federal Reserve decision and Kevin Warsh’s appointment
What a Warsh led Fed could mean for markets
Australia’s inflation surprise and RBA rate hike expectations
NZ business confidence and inflation indicators
US ISM data and the upcoming jobs report
Central bank decisions including RBA, ECB and Bank of England
Global earnings season including Alphabet and Amazon

Chapters / Timestamps:
00:00 – Intro and disclaimer
01:05 – Market wrap global shares and January performance
03:00 – Currency moves and NZ interest rates
04:20 – Gold and silver volatility
06:00 – Fed decision recap
07:30 – Who is Kevin Warsh
09:30 – Market reaction and what it means
10:40 – Australia inflation surprise
11:50 – NZ business confidence and pricing pressures
13:00 – Week ahead US data and central banks
14:20 – NZ labour market preview
15:15 – Earnings season Alphabet, Amazon and more
16:10 – Wrap up and closing

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