Callum Thomas’ weekly market update tracks S&P 500 trends alongside broader sector rotation. Focus areas include semiconductors, KOSPI, REITs, defensives and sp

BWB News TV • 2026-08-01 13:56 UTC • By Billy Odell Tucker-Robinson

Callum Thomas’ weekly market update tracks S&P 500 trends alongside broader sector rotation. Focus areas include semiconductors, KOSPI, REITs, defensives and space stocks, with bond yields and capex concerns also in view.

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