Wall Street: towards a rather timid recovery
The fears generated by the latest US employment report, which last Friday rekindled the spectre of a US recession, appear to be subsiding on the world's stock markets, as demonstrated by Tokyo's rebound of over 10% on Tuesday.
'Despite the weakness of the latest labor market data, we believe that a soft landing remains the most likely outcome for the economy', judges Stephen Brown, deputy chief economist for North America at Capital Economics.
Nevertheless, the risk of a hard landing has increased, while the market's disorderly reaction - if sustained - could prompt the Fed to ease policy sooner than expected", he continues.
The only macroeconomic data of the day in the US, the trade deficit narrowed slightly by 2.5% to $73.1 billion in June, as a 1.5% rise in exports more than offset a 0.6% increase in imports.
In terms of quarterly publications, construction equipment giant Caterpillar unveiled an increase in adjusted EPS to $5.99 for Q2 2024, despite sales and revenues down 4%.
Operators will also be able to react to the results unveiled by service platform Uber, restaurant group Yum! Brands (KFC, Pizza Hut, Taco Bell) and predictive analytics specialist Palantir.
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