What’s Top of Mind in Macro Research： US recession fears likely overblown， market volatility， Europe/China economic weakness

For the exclusive use of VIPS@RISKMACRO.COM 9a0c3bf0514c11deab0a0014c2408514 What's Top of Mind in Macro Research: US recession fears likely overblown, market volatility, Europe/China economic weakness 7 August 2024 | 4:39PM EDT This week: n US: weaker data, but recession fears likely overblown n Markets: bad news is bad news n Europe and China: a weaker economic picture, too Transcript US: weaker data, but recession fears likely overblown We raised our 12m US recession odds by 10pp to 25% and now expect a ...