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👋Good morning. Monday mornings always have main character energy, and this one's really leaning into it. Across the US and Canada, Labor Day means shuttered banks, quiet trading floors and one last blast of summer before everyone quietly starts thinking about Q4 targets they haven't hit yet. It's the unofficial closing bell on beach season — the point where flip-flops get packed away and spreadsheets come back out. Read the news underneath that long-weekend glow, though, and the mood gets more complicated: oil markets on edge, AI companies sprinting so fast nobody can catch their breath, and a manufacturing standoff brewing between two continents that isn't going away with the tan lines. Pour something strong. Here's what actually happened.
