Daily Edition
Morning Brief — September 1, 2026
South Korea's semiconductor exports hit a record (+209%) and German manufacturing hit its strongest since 2022, but the Warsh rate repricing and $90+ oil darken the setup. Base 55%, Bull 20%, Bear 25%.
Morning Brief — September 1, 2026
South Korea's semiconductor exports hit a record (+209%) and German manufacturing hit its strongest since 2022, but the Warsh rate repricing and $90+ oil darken the setup. Base 55%, Bull 20%, Bear 25%.