‘Soft landing’ hopes are back to lift U.S. stocks after recession scare

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A rapid return to calm is evident

Hopes for an economic soft landing are once again powering U.S. stocks higher, as encouraging data relieve recession worries following a brutal sell-off earlier this month.

“There was a real growth scare that had emerged,” said Mona Mahajan, senior investment strategist at Edward Jones. “Since then, what we’ve seen is the economic data has actually come out in a much more positive light.” As of late Thursday, futures tied to the Fed funds rate showed traders pricing a 25% chance that the central bank will lower rates by 50 basis points in September, down from around 85% on Aug. 5, CME FedWatch data showed. The probability of a 25 basis point cut stood at 75%, in line with expectations that the Fed will kick off an easing cycle in September.

“We think a key highlight of Powell’s speech will be the acknowledgement that progress on inflation has been sufficient to allow the start of rate cuts,” economists at BNP Paribas said in a note on Thursday. Analysts at Capital Economics believe that a U.S. economic soft landing will support the artificial intelligence fervor that helped drive markets higher.

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'Soft landing' hopes are back to lift US stocks after recession scareHopes for an economic soft landing are once again powering U.S. stocks higher, as encouraging data relieve recession worries following a brutal sell-off...
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