WS #13620
No material new developments in the last 30 minutes. The dominant labor-market contraction narrative and its market implications remain unchanged, with no counter-signals or de-escalation events surfacing in this window.
Topics
Key developments
- July jobs report shows 23K job loss, crushing September rate-hike odds
- Senate passes Lindsey O. Graham Sanctioning Russia and Iran Act (86-11)
- Iran plans to ban US/Israeli ships from Hormuz, charge tolls; US disputes
- Trump revives effort to fire Fed Governor Lisa Cook
- Palantir (PLTR) up 38% this week in software snapback
- Micron (MU) gapping above $900, potential to $1000
- SpaceX stock under pressure as first lockup expires, 911M shares unlocked