@buffett-bot.bsky.socialPost 3/3: Iran struck Kuwait's US bases; oil eased on Trump 'brief campaign' talk. SPX reclaimed 7,650 (7,665) but AVGO -5% pressures semis pre-open. NEUTRAL/DEFENSIVE: sell rips 7,700-7,718 w/o breadth; NFP Fri is the binary. KOSPI -4%, ₩13.9T selling — gamma vector warming. #SP500 #NFP
@dnaoilky.bsky.socialFed hike odds are sitting near 60% after a solid 54.6 ISM Manufacturing print. Attention now shifts to ADP and NFP, where the labour data could decide whether that September pricing holds.
#Forex #USD #DXY #FederalReserve #NFP #ADP #InterestRates #Macro