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SNAPSHOT: Equities down, Treasuries down, Crude up, Dollar flat, Gold up. REAR VIEW: Punchy Bessent rhetoric on the Yen & said he has good insight when they intervene; US Treasury buyback disappoints some expectations; US/Iran trade further strikes; AAPL unveils Foldable iPhone; Very strong US 10yr auction; Supply chain reports indicate NVDA is significantly increasing prices; META launched Muse personal AI agent. COMING UP: Data: German Final CPI (Aug), Norwegian CPI (Aug), Swedish GDP (Jul), US PPI (Aug), Jobless Claims (Sep/05), Existing Home Sales (Aug), Atlanta Fed GDP (Q3). Events: ECB Announcement, CBRT Announcement, OPEC MOMR. Speakers: US President Trump;…
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