WS #13644
No material new developments in the last 30 minutes. The dominant risk-on narrative (weak jobs data, Fed hike odds, record S&P close) remains unchanged, with no counter-signals or de-escalation events surfacing. All prior key developments are still valid and carry forward.
Topics
Key developments
- US July jobs report shows -23K payrolls, slashing September Fed hike odds to ~44%
- Senate passes Lindsey Graham Russia-Iran sanctions bill (86-11), authorizing up to 100% tariffs on Russian energy buyers
- US official expects Iran-Oman Hormuz deal 'soon', will lift blockade
- Twilio (TWLO) surges 24.9% on Q2 beat and raised guidance
- Atlassian (TEAM) jumps 35.2% on Q2 beat and strong forecast
- Natera (NTRA) soars 21.3% to all-time high on blowout Q2
- SpaceX (SPCX) stock up 8.98% on first earnings beat
- Gold hits seven-week high, up 2.3% on weak jobs data