Rate cuts are coming, stocks seek confirmation from GDP and price data, keep toasting

Milan —Jerome Powell, Chairman of the Federal Reserve The door to interest rate cuts in the United States officially opened in September. That fueled hopes that the market would stabilize in a few months as it began its decline from its peak in more than two decades. Now upcoming macro indicators are expected to give the U.S. central bank a further boost.

According to economists interviewed Bloomberg, U.S. inflation data next week will reinforce the view that September will be the month for the Fed to cut interest ratesAnd consumer spending would confirm that the Fed has succeeded in bringing down inflation without tipping the economy into a feared recession. Personal consumption expenditures price index excluding food and energy The Fed’s preferred underlying inflation measure – due on Thursday – is expected to have risen 0.2% in July, the second straight month: That would bring the three-month annualized rate of so-called core inflation to 2.1%, just above the central bank’s 2% target. Consumer spending (on Friday) is expected to have risen 0.5%, the fastest pace in four months.

Stocks are looking ahead after celebrating the long-awaited news that the Federal Reserve will cut interest rates for the first time at the central bank’s next meeting on September 17-18. Here we see the consequences) and gold also continues to remain high.

Europe also expects eurozone inflationFriday 30, Germany and Spain made progress on Thursday. Annual growth is expected to fall to 2.3% in August from 2.6% in July. On the same day, Italy and France release their consumer price index.

On Monday the 16th, the UK stock exchange will be closed for the summer bank holiday, but the German Ifo index, which reflects business expectations, will be released. Keep an eye on Germany’s final second quarter GDP on Tuesday: -0.1% expected. Friday marks a turning point for French economic growth: GDP is expected to remain stable at +0.3% in the second quarter.

In the US, we will be watching consumer confidence on Tuesday the 27th, which may provide an important indication on Thursday the 27th First reading of second quarter GDP.

Also in the US, all eyes are on the quarterly NvidiaThe report will be released when the stock market closes on Wednesday because of its impact on the technology sector.

Here is the agenda of ANSA’s main events this week:

Rome – Istat, job vacancies in industry and services in the second quarter of 2024 (11 a.m.)

Venice – EU Economic Affairs Commissioner Paolo Gentiloni delivered a video message at the fifth meeting of the Soft Power Club

Rome: INPS, Observatory on the Redundancy Fund, July 2024

Nairobi (Kenya) – US-Africa Nuclear Energy Summit (until 30th)

Rome – Istat, industrial and services turnover for June 2024 (10 a.m.)

Nairobi (Kenya) – US-Africa Nuclear Energy Summit (until 30th)

Rome – Istat, e-book Voluntary termination of pregnancy from an intergenerational perspective (12 noon)

CEGLIE MESSAPICA (Toast)

Affaritaliani.it, “La Piazza – Il Bene Comune”, political event entitled “Now? What happens? From Puglia to the South, from Italy to Europe (and beyond). Dreams and plans for the late summer nights”, with the ministers Salvini, Tajani and Fitto (until 31)

FRANKFURT – ECB chief economist Philip Lane speaks at Bundesbank event (11.15am)

Nairobi (Kenya) – US-Africa Nuclear Energy Summit (until 30th)

Rome – Istat, Service and trade companies confidence, August 2024 (10:00 am)

Istat, Confidence in manufacturing and construction companies, August 2024 (10:00 am)

Istat, Employment and unemployment (provisional estimates) July 2024 (10 am)

Istat, Consumer prices (provisional estimates) August 2024 (11am)

Istat, Consumer and business confidence, August 2024 (12:00 p.m.)

CEGLIE MESSAPICA (Toast)

Affaritaliani.it, “La Piazza – Il Bene Comune”, political event entitled “Now? What happens? From Puglia to the South, from Italy to Europe (and beyond). Dreams and plans for the late summer nights”, with the ministers Salvini, Tajani and Fitto (until 31)

Tallinn – ECB, Board member Schnabel speaks on inflation and monetary policy (9 am) Nairobi (Kenya) – US-Africa Nuclear Energy Summit (until 30th)

Saturday 31

Affaritaliani.it, “La Piazza – Il Bene Comune”, political event entitled “Now? What happens? From Puglia to the South, from Italy to Europe (and beyond). Dreams and plans for the late summer nights”, with the ministers Salvini, Tajani and Fitto (until 31)

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