- Oil prices ticked up as shipping through the Strait of Hormuz remains disrupted amid Iran-Oman talks and renewed Houthi attacks in the Red Sea, keeping geopolitical risks top of mind.
- Softer U.S. payrolls trimmed the odds of a September Fed rate hike to about 44%—but Wednesday’s CPI report could quickly reshape expectations.
- Wall Street finished strong last week (Nasdaq up ~5%); earnings have been robust, with AI-related firms driving outsized EPS growth.
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