WS #13627
No material new developments in the last 30 minutes. The dominant narratives (US labor contraction, Fed independence risk, Iran/Hormuz de-escalation, Russia sanctions) remain unchanged with no new data points. No counter-signals or non-dominant-narrative developments surfaced in this window.
Topics
Key developments
- July jobs report shows 23,000 job loss, Fed rate-hike bets drop
- White House renews effort to fire Fed Governor Lisa Cook
- US officials report progress on Oman-Iran Hormuz deal, expect lifting of blockade
- Senate passes sweeping Russia sanctions bill (86-11) targeting energy revenues
- AMD acquires Taalas for inference silicon, deepening AI infrastructure push
- Atlassian jumps 35% on Q4 profit and revenue beat
- Doximity stock soars 47% despite lower Q1 profit as revenue grows
- Cloudflare beats and raises, net retention hits 120%