Aug. 9 at 7:57 PM
Three Things to Watch Next Week
1. Monday: Diplomacy versus disruption
Hormuz progress could pressure oil. The Saudi refinery attack could restore the geopolitical premium. Watch crude first, then
$XLE, airlines and transports.
2. Wednesday: CPI judges Friday’s rally
Weak jobs lowered rate-hike expectations. Hot inflation could reverse that relief quickly. 
3. Wednesday–Thursday: AI infrastructure reports
$CSCO tests networking demand.
$AMAT tests chip-factory spending. The AI buildout needs both to keep showing receipts.
Iran says Oman deal is in 'final stages' but US must act to open Hormuz - https://www.reuters.com/world/asia-pacific/iran-says-oman-deal-is-final-stages-us-must-act-open-hormuz-2026-08-09/