Postponed talks and a fresh ship strike keep the war-risk premium bid into the FOMC.

CNBC and Vantage reported crude jumping at the Monday reopen — Brent topping ~$107-108 — as the Iran-GCC Salalah meeting was postponed and a vessel was struck near Qeshm, removing the near-term de-escalation catalyst that had capped prices Friday.

Diplomacy stalling shows Gulf states and Tehran still cannot agree terms to reopen the strait.

CNN reported the Iran-Gulf talks on reopening the Strait of Hormuz postponed by Oman with no new date, framing the stall as evidence the parties remain far apart on conditions even as the closure squeezes global supply.

Higher-for-longer rates and a firm dollar weigh on risk crypto.

UseTheBitcoin reported bitcoin holding around $77,000 after a brief run to nearly $79,900 as Fed-hike odds jumped to about 87%, with the broader crypto complex under pressure into the Sept 16 FOMC as the surge in Treasury yields and a likely hike sapped risk appetite.

Holding $77k through a bond rout suggests a firmer floor for bitcoin.

A weekend market digest noted bitcoin holding just above $77,000 despite the global bond selloff and rate-hike expectations, reading the resilience as a sign of a steadier near-term floor.

Markets coverage frames Friday as a relief bounce driven by easing oil rather than the inflation data.

TheStreet and Yahoo Finance reported futures rising Friday as investors looked past the sticky CPI to focus on retreating crude, after a four-session skid driven by $100 oil, a hot PPI and yields near 5%.

Oil above $100 plus fiscal supply pushes the term premium up.

Bloomberg reported the 10-year yield rising toward 5% as a global bond selloff accelerated, attributing the move to oil-driven inflation fears and expectations the Fed will tighten again next week.

The synchronized selloff signals structural repricing across advanced economies, not just the US.

Trading Economics reported the global bond selloff deepening across the US, Europe, Japan and Australia on a 2026 rate repricing, framing it as a coordinated move rather than a purely American phenomenon.

Coverage frames the blowout as validation of Oracle's AI data-center bets and a bellwether for the AI capex trade.

CNBC and Bloomberg reported Oracle's record quarter — 30% revenue growth, 121% cloud-infrastructure growth and a $664 billion backlog — sending shares sharply higher and reinforcing the AI-cloud demand story even amid a broad market selloff.

Hot inflation plus an oil shock forces the Fed's hand.

Yahoo Finance and CNN Business reported the core CPI overshoot driving a surge in September rate-hike odds, with banks lifting their rate-path forecasts as elevated oil kept price pressures sticky.

The exact September-move probability is contested even as a hike this cycle looks near-certain.

Semafor reported that the hot print boosted hike odds while noting trackers disagreed on the precise September probability, with markets far more confident of at least one hike before year-end than of the exact timing.

An in-line CPI cleared the decks and dip-buyers stepped in.

CNBC and The Washington Post reported the Friday rebound that snapped a four-day slide, with the Dow closing at 52,573.29 as an in-line inflation print removed a pre-FOMC uncertainty and traders bought the dip.

A losing week with yields near 5% and oil above $100 makes the bounce look fragile.

Charles Schwab framed Friday's gain as a bounce driven by easing intraday oil, cautioning that all three indexes still logged weekly losses with the 10-year yield near 5% and a Fed hike expected next week.

The week ahead is dominated by the Fed: ~90% hike odds, a fresh dot plot, and retail-sales and housing data all landing around the decision.

CNBC's and The Motley Fool's week-ahead previews put roughly a 90% probability on a 25-basis-point hike at the Sept 15-16 FOMC — the cycle's first — with retail sales, NAHB housing and the Summary of Economic Projections due mid-week, framing it as the marquee catalyst after a losing week with oil above $100 and yields near 5%.

A data-dependent Fed faces a genuine hold-vs-hike coin toss into a live dot-plot meeting.

Yahoo Finance and Marketplace reported CME FedWatch odds of a September hike easing back toward ~60-66% with forecasters openly split, framing the decision as a coin toss between a first hike of the cycle and a hold as inflation stays above target.

Warsh's abandonment of forward guidance and 'price stability' framing signal a Fed willing to hike.

RSM's analysis argued the Fed is tilting hawkish as Warsh 'promises price stability,' reading his drop of forward guidance and focus on above-target inflation as a signal he will hike despite White House pressure and growth risks.