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S&P 500 jumped 1.12% Thursday, its best day in a month. Oil dropped below $100 intraday and bond yields snapped an 8-day climb. Everything the Fed broke on Wednesday, the market put back together in 12 hours. BBG
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WTI crude settled at $101.91, down from $105 earlier this week. A source said Saudi Arabia is seeking to restore half its East-West pipeline capacity within days. Reuters
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The BOJ is set to raise rates to 1.25% today, the highest in 31 years. All 52 analysts surveyed by Bloomberg expected the hike. Two central banks raising rates in the same week. That used to be unusual. Reuters
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The 10-year yield fell 7 basis points to 4.94%. First decline in nine sessions after closing above 5% on Wednesday. CNBC
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Weekly jobless claims fell to 196,000, the lowest since mid-July. Down 10,000 from the prior week. The labor market is not cooperating with anyone hoping for a rate cut. Reuters
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Amazon signed a $2.4 billion deal with Generac for data center generators. Generac surged 19%. Amazon received warrants to buy up to $340 million in stock. CNBC
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Trump will meet six Gulf leaders at the UN next Tuesday on Iran. He told reporters the war is “hopefully” nearing its end. He said the same thing about oil prices six months ago. Fox
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The House passed a continuing resolution 370–48, funding the government through December 11. Trump signed the bill into law on September 2, avoiding a shutdown seven weeks before midterms. AP
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Wright said 18 million barrels transited Hormuz on Tuesday. That is a single-day record since the Iran war began. CNBC
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Saudi–Houthi exchanges killed at least five, including three children. Saudi Arabia struck four Houthi-held provinces. The Houthis fired back. The pipeline keeps getting discussed. The people nearby keep getting hit. Reuters
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