AUGUST 17, 2026 IDEAS & INSIGHTS – IN BRIEF JPM MARKET INTEL MORNING UPDATES {[{SirQYdKI4IEw7NqR2-p7XfdfzGPOQSqwTB7CmIGLoZftBN_ELBkH4l1N6deFwNhe-anuvtOOgve22jhgI1FdZ5xTtvHdUicKJzvIiJLV}]} • US MKT INTEL VIEW – We are Tactically Bullish and we update the Monetization Menu • ADDITIONAL THOUGHTS – Consumer spending, Korea, macro data, Positioning tidbits, Software, and Tech Broadening. • ROADMAP TO Q4 – we flag the key events for US markets into quarter's end and offer thoughts on the Bull and Bear outcomes fo ...