Taking in the vistas from Jackson Hole and other world market themes for the week ahead

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What investors will be watching over the next seven days

Jackson Hole, Wyoming, is the focal point for markets in the coming week as investors zero in on the Federal Reserve’s annual confab.

U.S. stocks have screamed higher this summer, despite Fed warnings that expectations of a peak in inflation and a so-called dovish pivot from the central bank may be premature. The August numbers, due on Tuesday, may show another month of business activity contraction after S&P Global’s final composite Purchasing Managers’ Index , seen as a good gauge of economic health, fell to a 17-month low of 49.9 in July.

The People’s Bank of China sets the so-called Loan Prime Rate for one-year and five-year borrowing on Monday - the basis for business loans and mortgages, respectively - after recently surprising markets by cutting key bank lending rates.The PBOC is prodding banks to lend more, and pouring money into the financial system. But demand to borrow simply is not there, with corporates fretting about the economic outlook and consumers wary with property prices plunging.

With recession fears lingering and investors eager for any clues about the economy’s strength, data on new home sales hits on Tuesday and durable goods on Wednesday.In this handout photo taken from video and released by Russian Defense Ministry Press Service on Saturday, July 30, 2022, Tanks of the 2nd Army Corps of the People's Militia of the Luhansk People's Republic are seen on a mission at an undisclosed location in Ukraine.

 

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