The next few weeks are set to test market optimism and economic resilience. Key signals to watch:
- The Fed’s September policy meeting: Will rate cuts calm recession fears or stoke fresh volatility?
- Upcoming jobs and inflation data: Confirmation of a recessionary trend or a surprise rebound?
- Tariff fallout: Will companies like Apple localize further, and how will global partners respond to escalating U.S. trade measures?
- Institutional trust: Will the firing of statistical leaders erode confidence in key economic data, eventually rattling investors?
The biggest question: Are markets too complacent—or have policymakers found a way to thread the needle between growth, inflation, and political pressure? Watch this space.
