A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging to 70% by year-end, erasing all hopes of 2026 cuts.
Equities sold off sharply, with the Nasdaq plunging 4.7% on the week as Broadcom’s guidance disappointed, while US-Iran ceasefire talks collapsed by Friday, keeping oil elevated and gold under pressure.
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…
Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first…
Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted…
