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Dot dismissal: Scenario analysis in a regime-changing world

BY ,   |  THURSDAY, 30 JUL 2026    3:18PM
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To be forewarned is to be forearmed, and perhaps this time US debt is a signal things are changing in a way that will have more profound effects.

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European summer of equities

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While uncertainty reigns over the outlook for the US, the outlook for Europe - which has become an unexpected beneficiary of US market turmoil - is bright.