Fewer Jobs, More Records
August 9, 2026

Payrolls shrink, hike odds fade, and markets hit records.

Markets fell on AI and oil, but beneath the surface, earnings are ahead of last year.

Chip stocks reversed course, the oil trade reemerged, and global earnings quietly encourage.

Geopolitical tensions rattle markets as research signals a more volatile era ahead.

As AI stocks stumbled and the Strait of Hormuz kept markets on edge, the U.S. turns 250 this week.

SpaceX made history, as inflation data and geopolitical tensions kept markets on edge.
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