Fashjose

🇸🇬

[*Walter Bloomberg @DeItaone]

🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS

A light U.S. data calendar puts the focus on oil, geopolitics, Treasury yields and Fed positioning.

8:30 AM ET — 🇨🇦 Canada CPI
11:00 AM ET — 🇺🇸 13-Week & 26-Week Treasury Bill Auctions
After Close — 🫀 Kestra Medical Earnings
After Close — 🎮 Dave & Buster’s Earnings
All Day ��� 🛢️ Oil / Middle East Headlines

⸻

🔥 OIL & MIDDLE EAST — KEY DRIVER

With no major U.S. macro release, Middle East developments could dominate.

Markets remain sensitive to disruptions across major energy routes, with crude above $100.

Oil ↑ → inflation fears ↑ → Treasury yields ↑ → pressure on equities

🇨🇦 CANADA CPI

The biggest scheduled macro release today.

A significant inflation surprise could spill over into global bond markets as investors remain highly sensitive to inflation and central-bank policy.

🇺🇸 TREASURY AUCTIONS

The Treasury sells 13-week and 26-week bills.

These are less market-sensitive than longer-duration auctions, but demand remains worth watching with U.S. yields elevated.

🏦 FED

No major Fed speakers are scheduled ahead of this week’s FOMC meeting.

The Fed begins its two-day meeting Tuesday, with the rate decision Wednesday at 2:00 PM ET.

Watch the 2Y, 10Y, dollar and Fed-rate pricing.

🛢️ ENERGY

No EIA inventory report today.

Crude will instead trade primarily on Middle East supply risks and geopolitical headlines.

🎮 EARNINGS

Kestra Medical and Dave & Buster’s report after the close.

Neither is expected to be a major index-level catalyst.

[*Walter Bloomberg @DeItaone]

🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS

8:00 AM ET — 🛒 Kroger Earnings
8:30 AM ET — 🇺🇸 August CPI + Real Earnings
10:00 AM ET — 🇺🇸 Michigan Consumer Sentiment
10:00 AM ET — 🇺🇸 Michigan Inflation Expectations
12:00 PM ET — 🏦 Fed Financial Accounts (Z.1)

🔥 CPI — KEY EVENT

The final major inflation report before next week’s Fed decision. After a hot PPI print, CPI could significantly shift rate expectations.

Hot CPI → yields/USD higher, stocks pressured
Cool CPI → yields/USD lower, stocks supported

🇺🇸 MICHIGAN SENTIMENT

Consumer sentiment provides another read on the health of U.S. households.

More importantly, watch inflation expectations, particularly with oil above $100 and markets focused on persistent price pressures.

🛒 KROGER

Kroger reports before the open. Watch management commentary on food inflation, consumer spending and pricing trends.

🏦 FED

No major Fed speakers are scheduled ahead of next week’s FOMC meeting.

The quarterly Financial Accounts (Z.1) arrive at noon.

🛢️ OIL / MIDDLE EAST

No major EIA inventory release today, but oil remains a major macro driver as Middle East tensions keep crude above $100.

Higher energy prices could reinforce inflation concerns and put further pressure on bonds.

[*Walter Bloomberg @DeItaone]

🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS

8:15 AM ET — 🇪🇺 ECB Rate Decision
8:30 AM ET — 🇺🇸 PPI + Jobless Claims
8:45 AM ET — 🇪🇺 Lagarde Press Conference
10:00 AM ET — 🏠 Existing Home Sales
10:30 AM ET — 🔥 EIA Natural Gas Storage
12:00 PM ET — 🛢️ EIA Oil Inventories
1:00 PM ET — 🇺🇸 30-Year Treasury Auction
4:30 PM ET — 🏦 Fed Balance Sheet
After Close — 💻 Oracle + Adobe Earnings

⸻

🔥 PPI — KEY EVENT

August producer inflation takes center stage ahead of Friday’s CPI and next week’s Fed decision.

A hot print could push Treasury yields and the dollar higher, while weighing on equities.

🇪🇺 ECB + LAGARDE

The ECB is expected to raise rates by 25 bps.

The bigger focus will be Lagarde’s guidance on inflation and whether further hikes are coming, especially with oil above $100.

🇺🇸 JOBLESS CLAIMS

Claims are expected around 205K vs. 206K previously.

A major surprise could shift the Fed outlook, although PPI will likely dominate the initial market reaction.

🏠 EXISTING HOME SALES

August sales are expected around 3.98M vs. 4.06M previously.

Watch for signs that elevated mortgage rates are putting further pressure on housing demand.

🛢️ OIL INVENTORIES

Crude inventories will be closely watched with Brent above $100 amid escalating Middle East tensions.

Oil remains a major input into the market’s inflation outlook.

🇺🇸 30-YEAR TREASURY AUCTION

A major test for demand at the long end after the recent global bond selloff.

The Treasury is set to sell $22 billion of 30-year bonds. Weak demand could put renewed upward pressure on yields.

💻 ORACLE + ADOBE

Both report after the close.

Oracle will be closely watched for AI infrastructure and cloud demand, while Adobe provides another read on AI monetization and enterprise software spending.

🎯 MAIN FOCUS: PPI → ECB/LAGARDE → 30Y AUCTION → OIL → ORCL/ADBE

[Fashjose @Fashjose27]

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[America News Times - ANT @ANewsTimes]

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[*Walter Bloomberg @DeItaone]

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