A Fox News reporter asked whether neoconservatives argue for an all-out strike on Iran; President Trump said the U.S. 'may not' take such action because of the election.

Analyst Brandon Brown says after a stronger-than-expected nonfarm payrolls print markets currently price roughly 15bp of tightening for the September Fed meeting. Citing Fed governor Waller's comment that the next inflation print will determine his vote, Brown says a ~50/50 market probability for a September hike before those data is reasonable. He sees renewed dissent on the Fed's policy panel likely, especially if inflation proves mild and the Fed remains on hold. Based on PPI/CPI pass-through to core PCE, the threshold to support hikes versus holding is around 0.25% MoM core PCE. Long-end market pricing implies cumulative tightening slightly above 60bp by mid-2027. Even with strong data, Brown judges more than three rate hikes in the near term unlikely.

亚马逊(AMZN.O)：从9月28日起，Whole Foods Market小时工基础工资将超过每小时21美元，包含福利在内的总薪酬将达到每小时29美元。