WS #13624
No material new developments in the last 30 minutes. The dominant themes (labor market contraction, Fed rate expectations, geopolitical tensions) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- US July nonfarm payrolls unexpectedly fell 23,000, with May/June revised down by 103,000, slashing Fed hike odds
- US Senate passes sweeping Russia/Iran sanctions bill (86-11), authorizing up to 100% tariffs on top buyers of Russian energy
- Doximity shares more than double as AI search tool earns 10x its cost, raising full-year outlook
- Airbnb surges 15% on strong earnings and AI spending commentary; RBC raises PT to $195
- Solar stocks rally on new 15% polysilicon tariffs and price floors
- Trump restarts effort to fire Fed Governor Lisa Cook, sending letter 'considering' removal
- US-Japan yen intervention involved selling euros without informing ECB, unprecedented FX move
- Iran and Oman reach broad consensus on Hormuz framework, awaiting leadership approval