2026.08.07
Time to Catch the Falling Knife? - What Else Is Unknown to the Market?
► Macro Headwinds Persist: Key structural pressures
► Semiconductor Outlook: What will drive semiconductor stocks higher?
► Sector Rotation and Risks
2026.08.03
Rotation Deepens: Dow and Nasdaq Converge
Following the Fed meeting and the start of the U.S. “Super Earnings Week,” major tech firms are set to report results. With expectations running high, investors are focusing not only on earnings but also on financing and capex...