Market Intelligence - Friday, August 14, 2026

Consumer sentiment collapsed, energy led, and Portfolio 1 finished the week at 3.40% buying power — the lowest of the year.

The story of the day

A four-point miss on the headline and a near five-point collapse in expectations, from 55.4 to 50.6 in a month. And inflation expectations went the wrong way at the same time.

Fall…