The biggest warning sign is the consumer. July retail sales fell 0.6%, while sentiment weakened, raising concerns about economic momentum. At the same time, higher oil prices and geopolitical tensions could revive inflation risks.
The key event this week is Powell’s Jackson Hole speech. A dovish tone could reignite the AI rally, while a hawkish message could trigger profit-taking.
My view: the bull market isn’t over—it’s broadening. The next winners may come from sectors beyond technology.
@WallStreet_Tiger [思考]
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