Crazy days in the stock market

Acadian

Owen Lamont

Article

5 Pages

August 2026

Acadian Asset Management examines an unusually calm index masking extreme stock level volatility in July 2026. Daily dispersion hit 89 on July 30, the third highest reading since 2015, raising questions about whether violent earnings reactions reflect rational repricing, speculative excess, or both.

Portfolio Management Asset Allocation

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