1.0Weekly Investor Snippetshttps://karolpelc.com/InvestorSnippetsKarol Pelchttps://karolpelc.com/InvestorSnippets/author/investor/Week 30 - Weekly Investor Snippetsrich600338<blockquote class="wp-embedded-content" data-secret="i5Uirw8kAk"><a href="https://karolpelc.com/InvestorSnippets/2026/07/25/week-30-2026/">Week 30</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://karolpelc.com/InvestorSnippets/2026/07/25/week-30-2026/embed/#?secret=i5Uirw8kAk" width="600" height="338" title="“Week 30” — Weekly Investor Snippets" data-secret="i5Uirw8kAk" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script>
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Macro The macro backdrop shifted towards a more stagflationary regime during the week as renewed Middle East tensions, higher energy prices and additional US tariffs reversed the recent disinflation narrative. Headline growth remains resilient, but increasingly concentrated in AI investment and higher-income consumption, while rising inflation risks have shifted the focus of central banks from […]https://i0.wp.com/karolpelc.com/InvestorSnippets/wp-content/uploads/2026/07/ust_yields_intraday_2026-07-25_W30.png?fit=1600%2C900&ssl=11600900