July Review: Markets Navigate US-Iran Tensions, Sector Rotation and Policy Uncertainty

Published on August 5, 2026

July was an eventful month for both domestic and international markets, with US-Iran tensions flaring up, increasing energy prices and changing investor expectations for the Federal Reserve (Fed) cutting rates.

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Stocks Swing Wildly on Inflation Concerns and Earnings Surprises

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The financial markets expected the Federal Reserve to leave interest rates unchanged at its recent meeting, and it did just that. However, three members of the FOMC dissented, voting to raise rates by 25bps in an effort to combat stubbornly high inflation.

Constructive on Stocks in the Second Half as AI Debate Continues

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