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Tuesday, 18 August 2026

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Finance

US Dollar: Fed uncertainty tempers USD strength – MUFG

MUFG’s Lee Hardman notes the US Dollar has softened as Middle East tensions ease and Brent Oil retreats below USD90, reducing energy-driven inflation fears. The correction in energy prices has slightly lowered market-im…

Analysts Growing Bullish on AMD; AMUU May Be Worth a Trade

Shares of semiconductor giant Advanced Micro Devices (AMD) have more than doubled this year. The stock, one of the bellwethers in the artificial intelligence (AI) semiconductor space, traded higher last week following t…

Reckoner CEO Explains the Need for Actively Managed CLO ETFs

The rapid expansion of the collateralized loan obligations (CLO) has introduced ETF options for investors, namely funds that are passive or actively managed. While passive indexes offer easy access to CLO exposure, the …

Thornburg’s THOR Skips the Valuation Rally

Thornburg Investment Management’s newest income ETF, THOR, was built around a pattern that has quietly powered much of the market’s gains. That pattern is rising valuations, not stronger earnings.

ECB data shows steady lending growth in June

At the turn of the year 2025-26, economic growth surprised on the upside while financial market sentiment remained strong despite high uncertainty. The war in the Middle East is now putting this resilience to the test. …

CEE FX: Softer geopolitics aids high beta – ING

ING’s Frantisek Taborsky expects upcoming Czech and Hungarian Gross Domestic Product (GDP) data to confirm improving growth momentum, while Polish inflation should re-accelerate on higher fuel prices. Taborsky argues th…