Harold Hamm's Continental Resources is set to announce a Venezuelan oil deal, market sources say.

Markets will watch whether Wosh clarifies the vague, evasive answers that roiled markets in July; Natixis analysts expect him to frame any rate increase as necessary to return inflation to target. Inflation narrative will be pivotal: if Wosh treats energy and tariff-driven inflation as one-off supply shocks, markets may ease hawkish pricing; if he highlights second-round effects or inflation expectations, tightening risk will rise. His handling of political sensitivity matters — expect scrutiny of any response to Trump’s calls for rate cuts, emphasis on FOMC independence, and whether he stresses data-dependence or avoids naming the president. Watch for changes to his communication posture after a hawkish turn at Jackson Hole and a history of limited forward-rate commentary; renewed insistence on zero tolerance for inflation would lift rate repricing. With the 10y UST yield already above 5% (Sept. 14), traders will also look for comments on further sell-offs and on fiscal- or inflation-risk premia in bond markets.

Dell (DELL.N) rose 5% in early trading.