WS #13652
July payrolls fell 23k vs +80-95k expected, May/June revised down 103k, driving Fed hike odds down to ~40% and S&P 500 to record close. AMD acquires Taalas, Amazon Leo satellite launch, Meta fined $567M, Citi cuts Micron target, Oklo criticality, AMZN near high — mixed but notable single-stock catalysts. Trump imposed 15% tariff and price floors on polysilicon (Section 232), targeting China's dominance; also escalating Canada trade tensions with 50% tariffs on alcohol.
Dovish Fed repricing on weak jobs data
July payrolls fell 23k vs +80-95k expected, May/June revised down 103k, driving Fed hike odds down to ~40% and S&P 500 to record close.
AMD acquires Taalas, Amazon Leo satellite launch, Meta fined $567M, Citi cuts Micron target, Oklo criticality, AMZN near high — mixed but notable single-stock catalysts.
Trump imposed 15% tariff and price floors on polysilicon (Section 232), targeting China's dominance; also escalating Canada trade tensions with 50% tariffs on alcohol.