WS #13622
No material new developments in the last 30 minutes. The dominant labor-market-contraction narrative remains stable with no new data points or counter-signals. No new geopolitical, central-bank, or corporate events have emerged to alter the prior assessment.
Topics
Key developments
- July jobs report shows surprise contraction, Fed hike odds tumble
- Senate passes sweeping Russia/Iran sanctions bill
- AppLovin tanks 19% on Q2 revenue miss and downgrade
- Airbnb surges 15% on earnings beat, AI-driven growth
- Celsius spikes 11% on $300M activist stake demanding CEO ouster
- SpaceX lockup expiry adds supply pressure
- PBOC buys 20 tonnes of gold in July, supporting gold rally
- Iran conflict shows mixed signals; oil remains elevated