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• Bank Of Japan Preview: The Slow Path To Higher Rates SeekingAlpha

  The Bank of Japan is expected to keep rates unchanged on 31 July after last month’s 25bp hike to 1.00%.

• Real Assets Are Beating Tech Right Now. Here's the Proof. Benzinga

  Wall Street economists can spend all day debating what the Federal Reserve might do, whether inflation is really defeated, and whether the economy is heading toward a soft landing, a hard landing, or

• Flash PMIs Signal Faster Growth Across Major Developed Economies, But Supply Chain And Price Concerns Cloud Outlook SeekingAlpha

  S&P Global’s flash PMI surveys showed economic growth across major developed economies strengthening in July to signal encouraging resilience in face of ongoing conflict in the Middle East.

• Weekly Commentary: Bond Yield Breakout SeekingAlpha

  Crude surged another $6.82 this week to $89.31 - the high back to May - while boosting y-t-d gains to 55%. Read more here.

• Japan Flash PMI Signals Strongest Manufacturing Output Growth Since 2014 As Inflation Risks Persist SeekingAlpha

  Business activity growth accelerated for a second consecutive month in July, signalling firmer GDP growth at the start of the third quarter. Read more here.

• A New Round Of Tariff Woes: Disturbing But Not Disruptive (For Now) SeekingAlpha

  Just when it seemed the summer break was within reach, a new round of trade tensions is already looming.

• Flash PMI Surveys To Help Assess Ongoing War Impact SeekingAlpha

  Although output growth has shown resilience in recent months, scratch the surface and we start to see some warning signals. Read more here.

• Demand For Consumer Services Has Been Volatile So Far In 2026 Due To Middle East War SeekingAlpha

  Following the outbreak of war in the Middle East on 28 February, oil prices rose sharply and travel was disrupted due to safety concerns. Read more here.