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Archived researchNote published 2026-08-05

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Macro Desk/2026-08-05 10:09 ET/81d ago

Capital Formation Monitor: August 5, 2026

Macro DeskCross-AssetSentiment -22email body

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Capital Formation Monitor: August 5, 2026

Stock market information for Vanguard Real Estate Index Fund ETF (VNQ)

1. As of Aug. 3; latest COT Jul. 28: SG CTA is +8.99% YTD and SG Trend +8.52%, but latest daily prints were −1.35% / −1.71%; trend breadth collapsed to 30% amid crude, USD and grain reversals.

Capital Formation Monitor: Week Ended July 29, 2026 What changed Capital is no longer merely funding AI compute capacity. It is increasingly assuming the construction, power-price, transmission, technology and credit risks required to make that capacity operational. The week’s...

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