With that grim July payrolls report triggering fresh selling in US stocks and bond buying on Friday, Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann join David Wilder to talk about whether there's anything to recession fears, what the Fed will do in the coming weeks and what this all means for equities. During this discussion, they touch on the key issues in the market at the moment, including:
- The key data to watch from here to gauge whether we're heading for a US recession;
- If recent data could prompt more aggressive easing from the Fed;
- What's left of the Big Tech-AI narrative that's done so much to drive the US market higher.
Jonas will join Chief Markets Economist John Higgins for an online briefing about the US equities markets outlook on Wednesday, 7th August. Capital Economics clients can register for that briefing
here.
What is The Weekly Briefing from Capital Economics?
Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next decision to China's slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.