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</html><description>Executive Summary The events of the first half of 2026 have shaken the bull market, but in our view they have not derailed it. The US economy is accelerating and already showing early signs of overheating, while oil is once again moving more normally through the Strait of Hormuz, easing both energy prices and geopolitical [&hellip;]</description><thumbnail_url>https://finad.com/app/uploads/2026/07/image-1.png</thumbnail_url><thumbnail_width>957</thumbnail_width><thumbnail_height>513</thumbnail_height></oembed>
