Warsh's hawkish tone reprices September rate-hike odds

Fed rate-hike bets surge and the dollar strengthens as geopolitical flashpoints in Niger and the West Bank add fresh risk to close out August.

Daily market report for Aug 29, 2026, with the industry groups and stocks behind each story.

• Nuclear Energy
• Mineral Exploration
• Israel Companies
• Homebuilders
• Regional Bank
• Hyperscalers
• Magnificent 7
• Foreign Banks
• Food Processing
• Poultry
• Semiconductors
• AI Infrastructure
• Digital Payments
• Active M&A Strategy
• Refining
• Crude Oil
• Bitcoin
• Bitcoin Mining
• Gold Mining
• Precious Metals
• Oil & Gas
• Oil Tankers
• Life Sciences Tools & Services
• S&P 500
• Data Centers
• Enterprise Software
• Cloud Software
• AI Business Integration
• Cybersecurity
• Endpoint Detection and Response (EDR)
• SaaS
• Chip Manufacturing
• Shipping
• Global Logistics
• CCJ – Cameco Corp
• UEC – Uranium Energy Corp
• TEVA – Teva Pharma Industries Ltd ADR
• ICL – ICL Israel Chemicals Ltd
• LMT – Lockheed Martin Corporation
• TLT – 20+ Year Treasury Bond (iShares)
• PHM – PulteGroup Inc
• ZION – Zions Bancorporation
• AMZN – Amazon.com Inc
• META – Meta Platforms Inc.
• MSFT – Microsoft Corporation
• UUP – US Dollar Index Bullish (Invesco DB)
• FXE – Euro Currency (Invesco)
• TSN – Tyson Foods Inc
• JBS – JBS N.V.
• PPC – Pilgrims Pride Corp
• NVDA – NVIDIA Corporation
• AVGO – Broadcom Inc
• AMD – Advanced Micro Devices Inc
• XLF – Financial Sector (SPDR)
• PYPL – PayPal Holdings Inc
• XOM – Exxon Mobil Corp
• VLO – Valero Energy Corporation
• CVX – Chevron Corp
• IBIT – Bitcoin Trust (iShares)
• COIN – Coinbase Global Inc
• GLD – Gold (SPDR)
• GDX – Gold Miners (VanEck)
• USO – United States Oil Fund
• NAT – Nordic American Tankers Limited
• FRO – Frontline Ltd
• MCK – McKesson Corporation
• IQV – IQVIA Holdings Inc
• VRT – Vertiv Holdings Co
• MU – Micron Technology Inc
• GEV – GE Vernova LLC
• SPY – S&P 500 (SPDR)
• IWM – Russell 2000 (iShares)
• ORCL – Oracle Corporation
• LQD – Investment Grade Corporate Bond (iShares)
• CRM – Salesforce.com Inc
• NOW – ServiceNow Inc
• CRWD – Crowdstrike Holdings Inc
• ZS – Zscaler Inc
• OKTA – Okta Inc
• PANW – Palo Alto Networks Inc
• TSM – Taiwan Semiconductor Manufacturing
• MRVL – Marvell Technology Group Ltd
• INTC – Intel Corporation
• ZIM – ZIM Integrated Shipping Services Ltd
• MATX – Matson Inc