Galaxy Securities expects short-term stock market volatility and a recovery by the end of the third quarter

Galaxy Securities expects the short-term stock market index to remain volatile, with a recovery at the end of the third quarter driven by structural rotation and policy oriented themes. Recent market catalysts include the US Q2 GDP correction, July core PCE, Federal Reserve Chairman Kevin Walsh's speech in Jackson Hole, NVIDIA financial report, Chinese industrial enterprise profit data, and the 2026 Wenchang International Aerospace Forum.