WS #13642

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant narrative remains unchanged: risk-on rally on weak jobs data, Senate Russia/Iran sanctions bill, potential Hormuz de-escalation, and notable single-stock moves (ABNB, TTD, DJT). No counter-signals or new catalysts emerged in this window.

Topics

Key developments

  • US Senate passes sweeping Russia-Iran sanctions bill (86-11), targeting buyers of Russian oil/gas
  • US expects Hormuz deal 'soon' and will lift blockade; oil prices pressured
  • July jobs report shows -23k payrolls, September Fed hike odds fall to ~44%, S&P 500 record close
  • Airbnb (ABNB) surges 15.1% after raising revenue outlook; Trade Desk (TTD) falls 21.8%
  • Trump administration renews efforts to fire Fed Governor Lisa Cook, deadline August 26