WS #13646
No material new developments in the last 30 minutes. The dominant narrative remains the weak US jobs report and dovish Fed repricing, with no new data points or counter-signals to report.
Topics
Key developments
- July nonfarm payrolls -23K vs +80K expected, September Fed hike odds drop to ~42-44%
- Senate passes Lindsey Graham Russia/Iran sanctions bill (86-11), enabling up to 100% tariffs on Russian oil buyers
- US official says Iran-Oman Strait of Hormuz deal expected soon, US to lift blockade of Iranian ports
- Atlassian (TEAM) surges 35% on strong Q2 and AI-driven billings
- Twilio (TWLO) jumps 24% on AI communications demand and raised guidance
- Natera (NTRA) soars 21% to all-time high on blowout Q2 Signatera volume
- SpaceX (SPCX) rises ~16% on week after first earnings beat
- Tesla (TSLA) rises 2.8% despite Jefferies cutting price target to $350