The (https://www.marketwatch.com/story/oil-prices-rise-after-u-s-and-saudi-arabia-attack-iran-backed-militias-in-iraq-f0f409ea?mod=mw_rss_topstories) are driving energy bid today, but here's what's actually moving the macro: (https://www.cnbc.com/2026/07/29/bmw-to-cut-several-thousand-jobs-in-latest-blow-to-german-auto-sector.html) signals the reshoring thesis is already breaking.

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