Market Pulse | Sep 3

Markets Catch a Breather
After a rough start to September, markets are finding some relief.
But the big macro questions remain.

🛢 OIL FINALLY EASES
Brent slipped toward $95 as hopes of a shorter U.S.-Iran conflict cooled the rally.
Still, energy remains the biggest inflation risk.

🏦 THE FED IS STILL IN FOCUS
Weak private payrolls boosted rate-cut hopes, while Fed officials remain mixed.
Markets now look to Friday’s jobs report for the next clue.

📈 RISK ASSETS REBOUND
U.S. stocks recovered yesterday as Asian markets moved higher.
Falling Treasury yields and a softer dollar are giving risk assets some breathing room.

₿ CRYPTO IS WATCHING MACRO
Bitcoin is holding around $77K–$78K as investors await the next catalyst.
Strong August ETF inflows show institutional demand remains solid, but September could test it.

📊 FRIDAY IS THE REAL TEST
The jobs report could decide between rate cuts or higher-for-longer.

Oil is cooling.
Yields are easing.
And Friday could change everything.