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Futures are deep red as a second straight day of Strait of Hormuz attacks sends oil surging and global yields to 2026 highs. The hosts break down deteriorating breadth, narrow sector leadership in energy, and a disciplined trading playbook centered on the 10 AM economic data batch.
Breadth readings and the 4% gauge point to a cautious, defensive market tilt.
WTI jumps 2.4% on reported cargo ship attacks in the Strait of Hormuz for a second straight day.
A synchronized bond selloff pushes the 10-year to 4.78% alongside surging JGB and eurozone rates.
ISM Manufacturing, JOLTS, and Construction Spending headline the day with no Fed speakers to offset them, plus after-hours earnings from PANW, DELL, CRDO, MDB, and GTLB.
Intermediate breadth deteriorates while short-term breadth improves, signaling a choppy, indecisive tape.
Energy surges on the oil spike while Utilities and Industrials get hammered, with Edison International and PG&E collapsing on wildfire legislation.
PODD, ASND, and TARS lead a medical-name-heavy continuation scan while reversal candidates remain unconfirmed.
First-hour-pass and controlled-risk sizing guide traders to wait for the 10 AM print before committing capital.
Strong versus weak data scenarios are mapped out, with a reminder to skip speculative squeeze plays like GoPro.
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Daily bars through Sep 1, 2026.
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Daily bars through Sep 1, 2026.
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Daily bars through Sep 1, 2026.
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Daily bars through Sep 1, 2026.
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Daily bars through Sep 1, 2026.
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Daily bars through Sep 1, 2026.
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