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July 20, 2026 - Inflation Splits the Market as Semiconductors Enter a Bear Market
The market is breaking into two very different regimes.
Inflation data is sending conflicting signals, rates are repricing, and the semiconductor trade that powered the AI rally is now flashing bear-market warnings. Institutional investors are reducing exposure, retail buyers are stepping in, and the gap between headline strength and underlying market weakness is widening.
In this episode of Market Pulse, we break down the inflation divide, the unraveling semiconductor cycle, the rotation beneath the major indices, and the risks investors may be overlooking as market leadership begins to…
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