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Neural Foundry's avatar

Excellent roundup. This week really is the litmus test for Q3 - banks set the tone on credit quality and consumer health, then industrials like PLD and JBHT give us the real economy readthrough. Prologis reporting Wednesday afternoon (12pm) is smart positioning - they'll have absrbed the banking commentary and can address any macro concerns proactively. Watch for their leasing velocity and rent growth commentary - those metrics will telegraph demand trends heading into 2026. ASML reporting pre-market Wednesday is another key data point for the broader capex cycle.

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