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■ President Donald Trump has sent Congress a proposed agreement with Saudi Arabia on civil nuclear energy while insisting the pact will only ‌go into effect if the kingdom normalizes relations with Israel, a U.S. administration official told Reuters on Tuesday.

The agreement, which was reached in July and would allow U.S. companies to export civilian nuclear technology to the kingdom, was sent to Congress on Monday, according to the U.S. official, who declined to be identified.

Bill Gates wants to meet China’s President Xi Jinping to discuss international safeguards against dangerous AI.

He is calling for limits on high-risk AI models and global monitoring of AI’s potential use in cyber and biological attacks.

Gates warns AI could disrupt jobs, worsen inequality and create major security risks, arguing that the US should lead efforts toward international regulation.

BRENT, U.S. CRUDE FUTURES: extend losses, down more than 3% as Iran-Oman talks boost optimism over reopening the Strait of Hormuz.

BITCOIN HITS $80,000 WALL

Bitcoin’s rally is losing momentum around the key $80,000 level as traders await US inflation data and Fed signals.

Bitcoin remains up about 22% since Aug. 20, supported by strong ETF inflows, but profit-taking and overbought conditions could limit near-term gains.

A sustained breakout above $83,000 could open the door toward $95,000–$100,000.

IRAN TIES HORMUZ REOPENING TO END OF WAR

Iran says the Strait of Hormuz will remain closed until the US lifts its naval blockade and the war ends permanently, including fighting in Lebanon.

Meanwhile, Iran and Oman are discussing a temporary shipping route through the strait and plans to remove sea mines.

President Trump maintains that all mines have already been cleared.

NETANYAHU RULES OUT IRAN DEAL

Israeli Prime Minister Benjamin Netanyahu says he sees no possibility of a diplomatic agreement with Iran, following talks with President Trump.

His comments come as Trump increases economic pressure on Tehran.

Tensions remain high over Lebanon, with Iran accusing Israel of violating ceasefire terms, while Israel says its operations are responses to violations by Iran-backed Hezbollah.

U.S. INDICES | Resilient Growth and AI Boom Support Further Upside

🟠 The outlook for U.S. equities remains constructive, supported by resilient economic growth, strong corporate earnings and accelerating investment in artificial intelligence.

🟠 Despite ongoing geopolitical uncertainty and periodic concerns over elevated AI valuations, the broader fundamental backdrop continues to favor equities.

⏰ A stronger-than-expected earnings season has reinforced confidence that corporate profitability remains healthy.

⏰ While AI-related companies are expected to remain an important driver of market performance, earnings growth is also broadening beyond the technology sector.

⏰ This could provide a more diversified foundation for further stock-market gains, rather than leaving the rally dependent solely on a small group of mega-cap technology companies.

⚠️ However, geopolitical developments, Treasury yields, inflation expectations and upcoming U.S. economic data remain important short-term volatility risks.

📊 Fundamental: Bullish overall, with short-term corrections and headline-driven volatility possible.

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🟥KEY ECONOMIC NEWS & DATA TO WATCH TODAY

Stay alert! Here are the critical events and data releases that could shake the markets:

🔴CORE PCE PRICE INDEX (YoY) (JUL)

🔴CORE PCE PRICE INDEX (MoM) (JUL)

🔴GDP (QoQ) (Q2)

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TREASURY YIELDS LITTLE CHANGED AHEAD OF KEY INFLATION DATA

Treasury yields were broadly flat early on Tuesday, as investors awaited the publication of the Federal Reserve’s preferred inflation metric.

The yield on the 10-year Treasury note — the key benchmark for mortgages, auto loans and credit card debt — was little changed at 4 a.m. ET, trading at 4.647%.

● The longer-dated 30-year Treasury bond yield was also flat at 5.181%.

● The yield on the 2-year Treasury note was unchanged at 4.199%.

One basis point equals 0.01%, or 1/100th of 1%, and yields and prices move inversely to one another.

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Six months into the U.S.-Israeli war with Iran, governments across Europe and Asia are scrambling to accelerate a renewables build-out in a bid to cut dependence on fossil fuel imports, providing a fresh impetus to the global energy transition.

As the effective closure of the Strait of Hormuz has choked off a fifth of the world's oil and liquefied natural gas (LNG) shipments, governments from South Korea and Thailand to the European Union have pledged to increase funding for renewables.

GOLD | Rally Pauses as Markets Turn to U.S. Inflation and Jackson Hole

➡️ Gold eased after three consecutive sessions of gains as traders took a more cautious stance ahead of key U.S. inflation data and Federal Reserve signals.

➡️The immediate focus is on the July PCE inflation report, which could reshape expectations for the Fed's next policy decision.

➡️Recent softer consumer and producer inflation readings have reduced expectations for another near-term rate hike, providing underlying support for gold.

🟠As a non-yielding asset, gold generally benefits when interest-rate expectations and Treasury yields decline, while stronger inflation that revives expectations for tighter Fed policy could pressure bullion through higher yields and a firmer U.S. dollar.

🟠Attention will then shift to Fed Chair Kevin Warsh's remarks at the Jackson Hole Symposium on Friday.

🟠A less hawkish tone could weaken the dollar and support another leg higher in gold, while a firm stance on inflation and potential tightening could trigger a deeper correction.

⚠️ Geopolitics also remains an important driver. Iran has restarted discussions with Oman regarding the Strait of Hormuz amid increasing U.S. economic pressure. Any escalation or de-escalation affecting oil prices, inflation expectations and the dollar could create additional volatility in gold.

Fundamental: Bullish overall, but short-term volatility and corrective pressure remain possible ahead of PCE and Jackson Hole.

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BITCOIN COULD HIT $300,000 BY 2029

Bernstein predicts Bitcoin could recover to a new record of $150,000 by mid-2027 before reaching $300,000 by 2029.

The firm expects rising government debt and currency debasement to boost demand for scarce assets like Bitcoin.

Bernstein also highlights growing institutional adoption and strong long-term holders as key support for its bullish outlook.

I don't think BTCUSD will hit $300,000. By 2029, that would be another bull market

NVIDIA’S $200 BILLION RISK IN FOCUS

Wall Street is looking beyond Nvidia’s expected blockbuster Q2 earnings to a potential $200 billion in AI-related credit exposure by 2028.

Investors want clarity on Nvidia’s off-balance-sheet commitments tied to AI infrastructure financing, supply and power.

Despite these concerns, Q2 revenue is expected to nearly double to $92.2 billion, driven by booming data-center demand.

IRGC: says IRAN and OMAN agreed to share STRAIT OF HORMUZ revenues.

🟥 LATEST|IMPORTANT ALERT🇺🇸

JUST 30 MINUTES TO GO BEFORE THE KEY ECONOMIC NEWS ANNOUNCEMENT

🔴CORE PCE PRICE INDEX (YoY) (JUL)

🔴CORE PCE PRICE INDEX (MoM) (JUL)

🔴GDP (QoQ) (Q2)

A higher-than-expected reading is positive for the USD🔼

Alower-than-expected reading is negative for the USD🔽

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🟥 LATEST| NEWS RESULTS

•USD | CORE PCE PRICE INDEX (YoY) (JUL)

Previously: 3.3%

Forecast: 3.3%

•Current: 3.3%

•Result: as expected

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🟥 LATEST| NEWS RESULTS

•USD |CORE PCE PRICE INDEX (MoM) (JUL)

Previously: 0.1%

Forecast: 0.2%

•Current: 0.2%

•Result: as expected

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🟥 LATEST| NEWS RESULTS

•USD |GDP (QoQ) (Q2)

Previously: 2.1%

Forecast: 1.5%

•Current: 1.5%

•Result: as expected

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🟥 LATEST| NEWS RESULTS

•USD | DURABLE GOODS ORDERS (MoM) (JUL)

Previously: 0.3%

Forecast: 0.4%

•Current: 1.1%

•Result: Positive for USD

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