A brokerage expects the SET index to trade roughly 1,575-1,590 this session. The US Fed chair sounded hawkish at Jackson Hole, and markets now put a 57% chance on a September rate hike, up from 35-40%. The US 2-year yield rose to 4.34% and the dollar neared 100. Brent is near $90 after US strikes on an Iranian launch site. Watch US payrolls at week's end. Domestic political risk may add volatility, including a Constitutional Court ruling on ballot barcodes/QR codes due 28 Sep. For an SME owner this is mainly market noise: a stronger dollar and higher oil can affect import costs and borrowing sentiment, but no action is needed on the basis of this daily stock view.
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