Quick notes: U.S. markets are closed on Labor Day (Mon, Sep 1). Big month for Jobs/CPI/FOMC, plus quadruple witching and index rebalances. (KST = ET +13h)
Sep 1–5
- Mon 9/1 — Labor Day (Market Closed)
- Tue 9/2 10:00 — ISM Manufacturing PMI
- Wed 9/3 10:00 — JOLTS job openings; 2:00 pm — Fed Beige Book
- Thu 9/4 8:30 — Productivity & Unit Labor Costs (2Q, rev.); 10:00 — ISM Services PMI
- Fri 9/5 8:30 — Non-Farm Payrolls (Aug); after close — S&P rebal. update (customary notice)
Sep 8–12
- Tue 9/9 10:00 — CES preliminary benchmarks / county wage & employment (scheduled release)
- Wed 9/10 8:30 — PPI (Aug)
- Thu 9/11 8:30 — CPI (Aug) & real earnings
- Thu 9/11 after close — Adobe earnings (call ~2:00 pm PT)
Sep 15–19
- Tue 9/16 8:30 — Retail Sales (Aug)
- Wed 9/17 8:30 — Housing Starts/Permits (Aug)
- Tue–Wed 9/16–17 — FOMC meeting (decision Wed 9/17)
- Thu 9/18 after close — FedEx earnings
- Fri 9/19 — Quadruple Witching (stock/index options & futures expire) + monthly options expiry
Sep 22–26
- Tue 9/23 8:30 — Current Account (2Q)
- Thu 9/25 8:30 — GDP (2Q, 3rd estimate) + corporate profits (rev.)
- Thu 9/25 after close — Costco earnings
- Fri 9/26 8:30 — Personal Income/Spending & PCE (Aug)
Sep 29–30
- Mon 9/29 8:30 — International Investment Position (2Q)
- Tue 9/30 — U.S. federal fiscal year ends (watch for budget/CR headlines)
(Bonus) Earnings to watch
Adobe (9/11), FedEx (9/18), Costco (9/25); others TBA/subject to change.
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