Macrocalendar Weekly

Markets weigh strong U.S. growth against cooling jobs and sticky inflation as September ends, with payrolls key to Fed rate cut decisions in Q4.

Markets weigh easing policy, soft‐landing risks & inflation cues. Key data (PMIs, GDP, New Home Sales, PCE) and Powell’s Fed speak set the tone this week.

Markets gained in mid-Sept as stocks rallied, bonds surged, and gold hit records. Fed cut looms Sept 17 as weak jobs data and cooler inflation steer focus.

Week of Sept 8–12: inflation (PPI & CPI) and labour data (jobless claims, sentiment, payroll revision) plus Treasury auctions shape Fed cut bets & markets