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

Capital Economics Weekly Briefing

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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.

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