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The Record-High Paradox: Why the U.S. Stock Market Is Rising Through Inflation, War and the AI Repricing

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A Block2Learn Research Report on S&P 500 Capital Flows, Dow Leadership, Nasdaq Recovery and the August–December 2026 Risk Window Research date: August 4, 2026Market data cut-off: August 3, 2026 U.S. closePrimary focus: The structural forces supporting U.S. equity indices near record highs despite inflation, monetary-policy uncertainty, geopolitical risk and the correction in AI-related equitiesMarkets covered:…

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