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Thursday, August 6, 2026

Friday's News Links

[CNBC] S&P 500 rises as it wraps up banner week with traders seeing bright side of dismal jobs report: Live updates

[CNBC] Oil rises amid supply disruption fears following Iran’s restrictive draft plan for the Strait of Hormuz

[CNBC] Treasury yields drop after surprise jobs loss in July

[Reuters] Gold hits seven-week high as weak U.S. jobs data dents rate hike bets

[Yahoo/Reuters] Japan's yen surges after US jobs data, traders wary of intervention risk

[Yahoo/Bloomberg] Copper Market Crunch Brews as US and China Compete for Metal

[CNBC] U.S. economy unexpectedly lost 23,000 jobs in July

[Yahoo/Bloomberg] AI Debt Indigestion Forces Wall Street to Rethink Bond Sales

[Yahoo Finance] Big Tech is borrowing its way through the AI boom: Chart of the Day

[AP] A deal with Iran over the Strait of Hormuz may require a compromise from Trump

[CNBC] Iran’s chief negotiator accuses Trump of ‘theater diplomacy’ with Hormuz traffic near standstill

[AP] How the Iran-backed Houthis’ claims of deadly attacks are stoking fears of a wider regional conflict

[Reuters] Vessel traffic through Hormuz dwindles this week as markets watch Iran-Oman talks

[AP] US employers unexpectedly cut 23,000 jobs amid strain from the Iran war, unemployment dips to 4.1%

[CNBC] Homes are selling below asking in 38 of the 50 biggest U.S. cities—if you can afford one

[Reuters] Japan's April yen intervention set daily record as pressure persists

[Yahoo/Bloomberg] BofA Sentiment Gauge Hits Most Extreme Bullish Level Since 2021

[Yahoo/Bloomberg] Global Food Prices Rise to Three-Year High as Supply Fears Build

[Yahoo/Bloomberg] Quant Crash in China Sends DeepSeek Founder’s Funds Down 20%

[Reuters] Ukrainian attacks on Wildberries strike at heart of Russia Inc

[Bloomberg] Iran Debates Hormuz Wording as Trump Says Deal’s ‘Moving Along’

[Bloomberg] Bessent’s Defense of the Yen Is a Risky Innovation

[Bloomberg] Japan’s Biggest Insurers Post $96 Billion in Bond Paper Losses

[NYT] The Bond Market Is Signaling Rising Risks. Investors Should Listen.

[WSJ] Can Iran’s Diminished Diplomats Deliver a Hormuz Deal?

[WSJ] Ratings Firm Accused of Grade Inflation Vouched for $40 Billion of Insurer Debt

[WSJ] ‘Refine, Baby, Refine’ Is the Energy Industry’s New Mantra

[WSJ] China’s Export Growth Remains Robust Despite Renewed U.S. Tensions

[FT] Yen intervention illustrates the dangers of monetary experiments

[FT] El Niño threatens to disrupt the world’s most-traded commodities