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Morning Brief — August 26, 2026
Germany's export expectations turned sharply positive and Korean chip flows stayed extraordinary, strengthening the AI physical-economy case; the US side is softer on consumers and housing. Base 55%, Bull 25%, Bear 20%.
Morning Brief — August 26, 2026
Germany's export expectations turned sharply positive and Korean chip flows stayed extraordinary, strengthening the AI physical-economy case; the US side is softer on consumers and housing. Base 55%, Bull 25%, Bear 20%.