State of The Bands Halftime Report 2026
Published on 2026-08-03Halftime 2026: the S&P's AI-driven recovery, dollar setup, Korea's leverage unwind, and where the bands show asymmetry across META, CRWD, UPS and FIVN.
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Halftime 2026: the S&P's AI-driven recovery, dollar setup, Korea's leverage unwind, and where the bands show asymmetry across META, CRWD, UPS and FIVN.
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Warsh's Fed comes out swinging and the market takes the hint, rotating risk-off as the Russell diverges from the S&P. The yen breaks to a 1986 low on the rate gap, oil cools while CPI runs hot, and Bitcoin sits deep in its cycle. Plus a deep dive on the rise of prediction markets, and where SolarEdge, Rigetti, and Costco sit on the Bands.
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In this issue of State of the Bands - I think we’re in a pickle, that’s a nice piece of glass. Baby… Shark what did they do to you.. And Extra, Extra… this paper is extra.
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In this issue of State of the Bands - Yeezy Come! Yeezy Go! Covid 19 is none other than… Cryptocurrency?! Tick-Tock! Tick-Tock and Hubba, hubba, hubba, Money Money Money Who do you trust? Who do you trust?
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In this issue of State of the Bands Over my Chipped Body! What has Covid-19 Done for you? Hate Earth? Well let’s go to the moon Alice! And picture if you will, the year is 2020 and is it real or is it Memorex or is this really the twilight Zone.
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In this issue of State of the Bands: Is it a trap or is it a poll? What’s the skinny grandpa and Brexit: Tuck In or Get out but either way It’s Over!
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In this issue of State of the Bands: Air! Its got the meats! Forex for you and Forex for me and can America run on and off of Coffee
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In this issue of State of the Bands - Oil Wells That End Well, Waste Not Want Not, Let it grow… Let It...grow?, Britain says (Brexit) EU, America’s On The Road Again
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In this issue of State of the Bands™- Misfit Toys and Robo-cops are Coming for You, but is that legal, Wait for the Hook but don't lose your cool, This is Niña Business and The Black Death's Back, Alright!
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In this issue of State of the Bands™- invisibility cloaks, Why did the Brexit Vote fail again?!, Can you read my mind?, The UK Knife Ban, and The US Sunshine Act.
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In this issue of State of the Bands™- “It’s Electric!”, Fun facts in Space, The Hyper Loop, And Musical Chairs Congress.
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