Macro Briefing: 26 August 2021

* Terror threat complicates US evacuation plans in Afghanistan
* Global supply chain constraints expected to persist into 2022
* South Korea is first major Asian economy to raise interest rates in pandemic
* Western Digital-Kioxia merger will further reorder global chip industry
* Rethinking gold’s allure after Palantir $50 million purchase of bullion
* German consumer sentiment weakens as inflation and Covid-19 cases rise
* US core capital goods were flat in July–first no-growth month since February: