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Marketmind: Jitters mount as Powell retakes centre stage

Published 25/08/2023, 05:33
© Reuters. FILE PHOTO: The German share price index DAX graph is pictured at the Frankfurt stock exchange after risks have climbed to multi-month highs in recent days as concerns over contagion from the collapse of Silicon Valley Bank and instability at European ban
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A look at the day ahead in European and global markets from Brigid Riley

Fed Chair Jerome Powell will be back in the spotlight when he takes the podium at Jackson Hole later in the day to deliver a speech investors have been waiting for all week.

Any hints about the Fed's rate outlook are sure to reverberate across asset classes.

Stock markets around the globe slid as nerves grew, with Wall Street taking a tumble overnight and Japan's Nikkei dropping 2% in the Asian morning.

Stoxx 50 futures didn't offer much hope for the coming day after Europe's benchmark drooped on Thursday.

The pristine U.S. resiliency story took a hit earlier this week after surveys showing dismal business activity shook confidence. Apparel retailer Gap on Thursday joined a pack of corporations that have forecast steeper-than-expected declines in revenue, against a backdrop of weakening demand for discretionary items.

Meanwhile, weekly figures on unemployment insurance out the same day served as a reminder that the U.S. labour market remains tight, providing no relief for the Fed.

Fed officials squeezed in some final public comments before the boss's speech: Philadelphia Fed President Patrick Harker leaned towards holding policy steady for the rest of the year, while Boston Fed President Susan Collins kept the door open for additional hikes.

Whether or not those comments are any sort of a preview of what's to come from Powell's speech, investors will just have to wait to find out.

Key developments that could influence markets on Friday:

- Jackson Hole: Speeches by Fed Chair Jerome Powell and ECB President Christine Lagarde

© Reuters. FILE PHOTO: The German share price index DAX graph is pictured at the Frankfurt stock exchange after risks have climbed to multi-month highs in recent days as concerns over contagion from the collapse of Silicon Valley Bank and instability at European bank Credit Suisse gripped the markets, in Frankfurt, Germany, March 17, 2023. REUTERS/Staff/File Photo

- Germany Q2 GDP detailed, August business surveys

- Sweden July PPI, unemployment rate, payrolls

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