HarmoniQ Insights

1. Agentic Finance: Building AI Analysts for the Debasement Trade Era — with Vlad Stanev of Quantly CEO of Quantly discusses market updates, geopolitical landscape, and trends in safe havens Focus on innovation and tech, AI, and bitcoin in the digital market Analysis of one year trends in safe havens, bitcoin, gold, and the impact of tariffs on the market. This content is sourced through publicly available sources and has been machine generated.

1. UK CPI Stickier For Longer UK inflation data confirmed the substantial upwards drift in the consensus, worth 0.6pp since May and 1.1pp over the past year, while matching final forecasts for August. The consensus has shifted further than usual over the past month. It now aligns with our hawkish forecast until April, when hope again dominates in dragging inflation down.

1. 173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of ‘Greed and … US stock market dependency on world index has increased significantly, reaching around 65-67% Tariffs implemented by Trump have had a bearish impact on stock market Small cap underperformance in US market is at its highest in 25 years, leading to interesting valuation opportunities This content is sourced through publicly available sources and has been machine generated.