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Monthly Markets Update – July 2026

August 6, 2026

Welcome to the latest Walden Capital Market Insight.

In this issue you will find the following key points covered:

  • AI declines go global with Korean chip stocks volatile
  • US-Iran ceasefire fails; oil price rises as the Strait closes again
  • Burnham becomes prime minister; Fed and BoE hold rates against with diverging views

For more information, please feel free to contact us.

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