Fed Watch: US jobs cooled (23k jobs lost in July) and markets trimmed September hike odds, but the Fed’s August inflation forecast is still a live risk for the FOMC. Oil & Inflation: Iran–Oman talks keep the Strait of Hormuz reopening uncertain, leaving Brent above $80 and raising the stakes for Wednesday’s US CPI. Asia Equities: Wall Street’s record close lifted sentiment across Asia; Taiwan edged higher near 23,060, while South Korea slid on the week’s rate jitters. Philippines Power: Rooftop solar is set to push down wholesale spot electricity prices as demand falls and supply margins widen, with lawmakers advancing the “Sariling Kuryente” bill. Philippines Tech Exports: SEIPI expects electronics exports to top $50B (about $53–54B) as semiconductors—key to AI infrastructure—drive growth. Philippines Market Outlook: Unicapital cut its PSEi target to 6,650, citing geopolitics, political noise, and El Niño inflation pressure. Regional Macro Theme: GSMA says mobile tech is worth $1T to Asia-Pacific (5.9% of GDP) and could reach $1.4T by 2030, with AI, trust, resilience, and sovereignty shaping the next phase. Commodities: Gold closed near $4,342 as weak labor data shifted rate expectations. Corporate/Investing: Atlassian surged after results despite a softer growth guide; Sandisk sank on Q1 guidance concerns even as NAND strength supported margins.