23 juli 2026
11 min
Investors are balancing a resilient US economy against rising geopolitical and policy risks, with higher oil prices, shifting Federal Reserve expectations, and renewed tariff uncertainty all shaping market sentiment. Semiconductor stocks have rebounded after a sharp sell-off, but questions remain over whether the recovery can be sustained. As markets head into a pivotal period, what should investors be watching across equities, commodities, and monetary policy?
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