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The U.S. economy enters this week caught between a dovish repricing and a hawkish rebellion. Friday's weaker-than-expected July jobs report — with unemployment holding at 4.1% — knocked the September rate-hike probability from over 70% down to roughly a coin flip at 50-50. But oil's 20%+ July surge on the Iran-Hormuz standoff has flipped the script again, pushing yields and rate-hike odds back up. Dow futures slipped 0.11% to around 54,000 Tuesday...
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