🇺🇸 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 — 🇺🇸 Mic…
🇺🇸 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.