A brokerage expects the SET to trade 1,600-1,630 today, with energy stocks supporting the market while oil holds at $100-109 a barrel. US PPI came in hot at 5.4% y/y, and markets now price a 71% chance of a Fed hike next week, pushing bond yields to multi-year highs. For a Thai SME, this is market noise unless you hold shares. The only practical signal is that high oil and possible US rate hikes keep financing and fuel costs under pressure.