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On an aggregate basis the index’s positive earnings growth
is being driven primarily by Energy, with secondary
contributions from Real Estate, Basic Materials,
Industrials, and Utilities
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00:01 - 20/08/26
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U.S. Financial Conditions are now the easiest this century
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South Korea's KOSPI surged
after leveraged ETFs on Samsung and SK Hynix launched in
May, then collapsed. Margin calls forced 426B won in
liquidations in 10 days. The BOK hiked to 2.75%. What comes
next for Korean equities?
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The difference between the average and median net worth is
yet another indicator of the widening wealth gap
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Manufacturing momentum is building. The NY and Philly Fed
indexes averaged 28.5 in July, the highest since 2022. The
national ISM likely follows suit. Are we seeing a durable
industrial rebound?
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