WS #13646
Holding: newest synthesis is 93d 7h old
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