2026 has been a year of whiplash, and our July market recap helps make sense of it—on-again, off-again peace talks in the Middle East, an unclear rate path, and an ongoing debate about whether AI is a bubble or a durable trend. All of it adds up to volatility. In this Market Minutes, we look at why sentiment has been overriding fundamentals.
Market Minutes Video, August 2026
2026 has been a year of whiplash, and our July market recap helps make sense of it—on-again, off-again peace talks in the Middle East, an unclear rate path, and an ongoing debate about whether AI is a bubble or a durable trend. All of it adds up to volatility. In this Market Minutes, we look at why sentiment has been overriding fundamentals.
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