also i think ppl r being too complacent about the chances of a rate hike. for september sentiment says its over 50% but I dont think markets have reacted to this properly. oil is almost back to highs which is going to run up inflation. nfps are friday and then we get inflation data the 10th. if these prints arent good I think we could see a meaningful equities correction into fomc and maybe post aswell
1September 2, 2026 70
