Brief journalier

Récapitulatif des données économiques mondiales

🔸Marchés fermés à Hong Kong et au Canada

Australia manufacturing PMI 56.2 vs 55.7 prior
Japanese jobs/applications ratio 1.24 vs 1.24 est vs 1.23 prior
Tokyo CPI YoY 2.3% vs 2.4% prior
Tokyo core CPI YoY 2.1% vs 2.1% est vs 1.9% prior
Japanese unemployment rate 2.6% vs 2.5% est vs 2.5% prior
Japanese Tankan large manufacturers index 9 vs 13 est vs 14 prior
Japanese Tankan large non-manufacturers index 13 vs 14 est vs 9 prior
Japanese Tankan big manufacturers outlook index 10 vs 14 est vs 9 prior
Japanese manufacturing PMI 52.7 vs 52.7 prior 

China Caixin manufacturing PMI 51.7 vs 50.1 est vs 48.1 prior
Spanish manufacturing PMI 52.6 vs 52.1 est vs 53.8 prior
Swiss PMI 59.1 vs 57.9 est vs 60.0 prior
Italian manufacturing PMI 50.9 vs 50.5 est vs 51.9 prior
French manufacturing PMI 51.4 vs 51.0 est vs 54.6 prior
German manufacturing PMI 52.0 vs 52.0 est vs 54.8 prior
EU manufacturing PMI 52.1 vs 52.0 est vs 54.6 prior
UK manufacturing PMI 52.8 vs 53.4 est vs 54.6 prior
Italian CPI MoM 1.2% vs 0.6% est vs 0.8% prior, YoY 8.0% vs 7.4% est vs 6.8% prior
EU CPI MoM 0.8% vs 0.8% prior, YoY 8.6% vs 8.4% est vs 8.1% prior
EU core CPI MoM 0.2% vs 0.5% prior, YoY 3.7% vs 3.8% prior

• Acuity Brands Inc: Cowen and Company cuts target price to $225 from $250, on the back of market share losses and gross margins decline.
• Etsy Inc: Evercore ISI cuts target price to $95 from $130, in the wake of an expected decline in retail spending based on an online shopper survey.
• FedEx Corp: Berenberg cuts target price to $275 from $330, on rising cyclical risks and a weak macroeconomic outlook.
• General Mills Inc: Jefferies raises target price to $75 from $69, after the company announced robust fourthquarter results and a solid guidance, in line with expectations.
• Micron Technology Inc: Piper Sandler cuts target price to $50 from $70, citing a weak guidance announcement for the August quarter and elevated inventory levels at cloud customers.

Wall Street futures were in the red on recession concerns, setting for a dismal start to the second half of the year. European shares fell, with semiconductor stocks leading the slide. Japan’s Nikkei index ended lower for a third session. Oil prices surged as supply outages in Libya and expected shutdowns in Norway outweighed expectations of a waning demand. Gold prices declined, while the dollar strengthened.

Récession confirmée PIB Q1= -1.6%

L’estimation du modèle GDPNow pour la croissance du PIB réel (taux annuel corrigé des variations saisonnières) au deuxième trimestre 2022 est de -1,0% au 30 juin, contre 0,3% le 27 juin.

Si les chiffres sont exacts, la récession aurait donc déjà commencé

GDPNow model

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