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More Resilient Today, But It's Still All About Data
More Resilient Today, But It's Still All About Data
The bond market is still searching for its identity in the wake of last week's Fed announcement. Monday and Tuesday saw relatively big volatility in the morning with calmer, stronger afternoons--something that fueled hopes that the post-Fed correction was over. Wednesday saw overnight losses with more weakness throughout the day, thus suggesting the post-Fed correction could still be alive. Thursday had a bit of everything: gains overnight, early losses and a decent afternoon recovery. The only constant has been the ability of relevant econ data to set the trading tone.
More Resilient Today, But It's Still All About Data
| Time | Event | Period | Actual | Forecast | Prior |
|---|---|---|---|---|---|
| Thursday, Sep 26 | |||||
| 8:30AM | Aug Durable goods (%) | Aug | 0.0% | -2.6% | 9.9% |
| 8:30AM | Q2 Core PCE Prices QoQ Final | Q2 | 2.8% | 2.8% | 3.7% |
| 8:30AM | Q2 Corporate profits (% ) | Q2 | 3.5% | 1.7% | -2.7% |
| 8:30AM | Sep/14 Continued Claims (ml) | Sep/14 | 1834K | 1829K | |
| 8:30AM | Q2 GDP (%) | Q2 | 3% | 3% | 1.4% |
| 8:30AM | Q2 GDP deflator (%) | Q2 | 2.5% | 2.5% | 3.1% |
| 8:30AM | Q2 GDP Final Sales (%) | Q2 | 1.9% | 2.2% | 1.8% |
| 8:30AM | Sep/21 Jobless Claims (k) | Sep/21 | 218K | 225K | 219K |
| 8:30AM | Aug Core CapEx (%) | Aug | 0.2% | 0% | -0.1% |
| 9:10AM | Fed Collins Speech | ||||
| 9:10AM | Fed Kugler Speech | ||||
| 9:20AM | Fed Chair Powell Speech | ||||
| 9:25AM | Fed Williams Speech | ||||
| 10:00AM | Aug Pending Home Sales (%) | Aug | 0.6% | 0.3% | -5.5% |
| 10:30AM | Fed Barr Speech | ||||
| 11:15AM | Treasury Secretary Yellen Speech | ||||
| 1:00PM | Fed Kahkari Speech | ||||
| 1:00PM | 7-Yr Note Auction (bl) | 44 | |||
| Friday, Sep 27 | |||||
| 8:30AM | Aug Core PCE Inflation (y/y) (%) | Aug | 2.7% | 2.7% | 2.6% |
| 8:30AM | Aug Core PCE (m/m) (%) | Aug | 0.1% | 0.2% | 0.2% |
| 8:30AM | Aug Wholesale inventories mm (%) | Aug | 0.2% | 0.2% | 0.2% |
| 10:00AM | Sep Sentiment: 5y Inflation (%) | Sep | 3.1% | 3.1% | 3% |
| 10:00AM | Sep Sentiment: 1y Inflation (%) | Sep | 2.7% | 2.7% | 2.8% |
| 10:00AM | Sep Consumer Sentiment (ip) | Sep | 70.1 | 69.3 | 67.9 |
| 10:00AM | Sep U Mich conditions | Sep | 63.3 | 62.9 | 61.3 |
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