Hello August, and Hello Resilient Economy!

Hello August, and Hello Resilient Economy!

???? Recap

US: Big Tech released mostly positive earnings updates. The Federal Reserve (the Fed) raised interest rates by a quarter of a percentage point. The US economy grew more than expected last quarter.?


Europe: Business activity in the eurozone took another dip in July. The European Central Bank (ECB) delivered its ninth consecutive rate hike.?


Asia: The Chinese government pledged to revive growth in the world’s second-biggest economy.


???Connecting The Dots

Shares in Alphabet (GOOGL) jumped after Google’s parent reported second-quarter revenue that topped analysts’ expectations. That’s mainly thanks to hearty advertising on the company’s flagship search business, which is successfully navigating a marketing slowdown and fending off emerging competition from AI chatbots.


META?also reported strong results for the second quarter and gave an optimistic outlook for the current one, spurred on by the firm’s short-form video feature, Reels, becoming more popular with users and advertisers alike. The social media company’s shares bumped up after the news.


Meanwhile, though, Microsoft (MSFT) reported lukewarm second-quarter sales growth and predicted that its crucial cloud business, Azure, would keep slowing down. That overshadowed the excitement about customer interest in the firm’s new AI-powered products, sending its shares lower.


The Fed resumed rate hikes last week following a short pause in June, raising its benchmark federal funds rate by a quarter of a percentage point to a target range of 5.25% to 5.50%. That’s the highest level in 22 years, and the US central bank left the door open for a further hike at its next meeting in September.?


Still, the Fed kindled hopes that the US economy could avoid a recession. And it could be right: data out last week showed the world’s biggest economy grew at a 2.4% annualised rate during the second quarter. That marked a rebound from the 2% seen in the first three months of the year, and was well above the 1.8% economists predicted.


The eurozone’s downturn deepened even further at the start of the third quarter. The purchasing managers’ index (PMI) – a measure of business activity in the bloc – fell to an eight-month low, after a sharper-than-expected slowdown in services and a decline in manufacturing that was steeper in July than the month before.


But that didn’t stop the ECB from going ahead with a widely expected quarter-point rate hike last week. That pulled the central bank’s deposit rate up to 3.75%, matching a record last reached in 2001 when it was trying to prop up the value of the newly launched euro.


Finally, the Chinese government pledged a raft of measures designed to perk up the economy last week. The all-important property market was right at the top of the agenda, along with local government debt issues, rising youth unemployment, and weak domestic demand.

???Takeaways

The US economy is showing surprising resilience in the face of the Fed’s most aggressive rate-hiking campaign in decades. And while forecasters are still split on the odds of a recession, the combination of a strong labour market, resilient consumer spending, and easing inflation has fueled hopes that the world’s biggest economy will avoid a downturn.


It’s not just the US economy that’s holding up: according to the International Monetary Fund’s (IMF’s) latest outlook, the global economy will expand by 3% in 2023 – 0.2 percentage points higher than the fund predicted three months ago.


?? Light & Spicy


AMC enjoys ‘best week ever’ for box-office revenue, fueled by ‘Barbie’ and ‘Oppenheimer.’


Uber’s stock revs higher after earnings bring surprise profit, upbeat outlook.


Yellow's stock rockets toward its biggest-ever gain even after reports that bankruptcy is coming.


Musk threatens to sue researchers who documented the rise in hateful tweets.


Dubai’s stock market hits an 8-year high, lifted by a real estate boom.


???? This Week

  • Monday: Eurozone economic growth (Q2), Japan retail sales (June).
  • Tuesday: Japan unemployment rate (June), Reserve Bank of Australia interest rate decision, eurozone unemployment rate (June). Earnings: Caterpillar, Pfizer, AMD, Starbucks, Uber Technologies.
  • Wednesday: Earnings: Kraft Heinz, PayPal, Qualcomm, Shopify.
  • Thursday: Bank of England interest rate announcement. Earnings: Moderna, Airbnb, Amazon, Apple, Block, Coinbase.
  • Friday: US labour market report (June), eurozone retail sales (June).


Mahmoud Mousa

Digital Marketing Manager | B2B Marketing Expert | CXL Certified

1 年

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