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In the second half of August, the markets fell back to their end of July levels. This was apparently driven by the signals from the annual Jackson Hole symposium, where the chair of the US central bank was clear about combating inflation.

The stock exchanges defied weaker macro figures

Globally, the long-term interest rates responded to weaker growth impulses and fell sharply in July. The stock markets, on the other hand, jumped up, quite clearly driven by interest-rate-sensitive growth shares.

The central banks’ dilemma

Fears of a recession are increasing as a result of rising inflation and interest rates. Inflation has remained high, driven by an extremely strong labour market, high commodity prices and delays in global supply chains following the pandemic. The war in Ukraine and China’s handling of Covid-19 have further worsened the supply problems.

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