Payrolls fallout – The spectre of US recession haunts the stock market

Capital Economics Weekly Briefing

内容由David Wilder and Capital Economics提供。所有播客内容（包括剧集、图形和播客描述）均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

3M ago 15:10

MP3•单集首页

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.

119集单集

#Trading #Business #David Wilder #Economics #Global Economy #Macroeconomics #Central Banking #Rated #Inflation #Gdp