Market Pe Charcha - August 2026 | 25 Aug 2026 | Helios Mutual Fund
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Middle East & Oil Dynamics: The primary global macroeconomic overhang remains the geopolitical friction in the Middle East. High conviction that once the Strait of Hormuz opens up, crude oil (Brent/WTI) will see a sharp downward correction [00:02:44].
- US Economic Pressures & Inflation: US inflation remains above 2%, putting pressure on consumer purchasing power as evidenced by falling new housing starts. Midterm political pressure is driving speculative proposals like eliminating capital gains taxes [].
References
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