Welcome to this month's first market insights note!

August has been an extremely turbulent month for equities, which were able to recover from last week’s massive sell-off. Developments in August and September will likely drastically impact market performance in the upcoming years.

Overall, S&P 500 constituents have been very resilient and could have further room to run. However, there may be new challenges ahead in the coming months as new macro data is released.

Read more to find out about some of the main macro catalysts and risks ahead, and how equity markets may respond to these events.

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