🗓 DATA-HEAVY WEEK AHEAD
Markets are gearing up for a pivotal week with back-to-back economic data releases that could steer Fed policy and fuel volatility across risk assets.
WEDNESDAY – U.S. PPI (Aug): Fresh insight into supplier-side inflation. July’s PPI spiked 0.9% MoM, and another strong print could complicate the Fed’s rate-cut path.
THURSDAY – U.S. CPI (Aug) + Jobless Claims: All eyes on consumer inflation. A softer CPI would boost the case for easing, while jobless claims—already at a 3-month high of 237K—signal a cooling labor market.
FRIDAY – UMich Inflation Expectations: A key gauge of consumer sentiment. If expectations stay elevated, it could limit the Fed’s room to ease.
This week’s data—PPI, CPI, claims, and sentiment—form a full picture of inflation + labor strength ahead of the Sept 17 Fed meeting. Markets are on edge: will it be clarity or chaos? 👀