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863
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Aug 2026
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Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Oil remains above $100, Treasury yields are flirting with 5%, and the Federal Reserve now looks increasingly likely to raise rates next week. August inflation data, released a few minutes ago, did nothing to ease the pressure: it actually gave policymakers more reasons to act. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Scott Bessent's attempt to calm the bond market has so far produced an awkward result: borrowing costs have risen further. The Treasury secretary is effectively arguing that investors are charging the United States too much to borrow. Bondholders have reached a different conclusion. They see persistent budget deficits, a growing debt burden, stubborn inflation and an economy strong enough to tolerate higher interest rates. If Washington wants their money, they would like better compensation. The latest PPI reading gives them another reason to demand it. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Oil is back above $100, turning an energy shock into an inflation threat, a bond-market headache and, increasingly, a political liability for the White House. Today's session is being shaped by the possibility that all three could get worse at once. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Brent crude is again flirting with $100 a barrel, forcing investors to confront a problem they thought would be contained by now. The war with Iran is entering its seventh month, inflation is still unsettled and the Federal Reserve may raise interest rates next week. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Christopher Waller bought investors some relief. America's labor market has now put it to the test. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Six months into a conflict that was supposed to be brief, Iran is proving more durable than Washington's forecasts, oil is back near $95 and traders are betting on a Fed rate increase. Add jumpy bonds, a strengthening yen and an earnings season in which even Broadcom can disappoint, and Wall Street has plenty to worry about. Snowflake's surge at least gives investors a little hope. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The most important number in markets today is 4.8%. That's roughly where the 10-year Treasury yield stands after climbing to its highest level since November 2023. It is getting dangerously close to 5%, a psychological threshold that tends to unsettle investors. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The first trading day of September is delivering a blunt message: Governments, companies and investors all compete for the same money. When public borrowing becomes more expensive, almost everything else begins to look less attractive. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The first week of September will test whether the stock market's strong year can withstand a less friendly mix of inflation, higher interest rates and renewed conflict in the Middle East. Investors will also get a crucial U.S. jobs report and earnings from some of the biggest beneficiaries of the technology spending boom. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Friday's session opens in New York with some degree of tension. Kevin Warsh is about to remind them that even excellent companies such as Nvidia must live with interest rates. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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