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After July payrolls unexpectedly fell 23,000, September Fed hike odds dropped to 44% from 67%. Focus now shifts to US inflation data and earnings from Applied Materials, Cisco, and CoreWeave.

The 10-year Treasury yield held near 4.66% after weak payrolls and downward revisions reduced expectations for Fed tightening. September hike odds fell to 44%, with upcoming inflation data set to guide the next move.

September hike odds dropped to 44% from 67%, while uncertainty over Iran and the Strait of Hormuz remained in focus.

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Daily Market Analysis (10.08.2026) by ZitaPlus

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