NDNight Desk
SPX7,650.50+0.17%NDX29,644.17+0.67%DJI51,682.64-0.18%RTY2,860.40-0.50%VIX14.810.00%ES7,672.25+0.06%CL100.30-1.58%BZ103.87-0.91%GC4,380.01+0.77%US10Y4.998+1.38%US02Y4.672+0.91%DXY100.215-0.03%EURUSD1.0842+0.07%USDJPY149.82+0.23%NVDA186.42+1.18%XOM128.44-1.06%LMT542.10+0.89%SPX7,650.50+0.17%NDX29,644.17+0.67%DJI51,682.64-0.18%RTY2,860.40-0.50%VIX14.810.00%ES7,672.25+0.06%CL100.30-1.58%BZ103.87-0.91%GC4,380.01+0.77%US10Y4.998+1.38%US02Y4.672+0.91%DXY100.215-0.03%EURUSD1.0842+0.07%USDJPY149.82+0.23%NVDA186.42+1.18%XOM128.44-1.06%LMT542.10+0.89%

F5 · ECO

Calendar

Post-hike speakers, flash PMIs, Xi in Washington Thursday. The committee already moved; the path is what Monday prices.

WhenCtryEventCons.PriorDesk
Wed, Sep 16
14:00 ET
USFOMC rate decision — first hike in three yearshigh+25 bpHoldChair Warsh. Delivered. Path, not the print, is the residual.
Tue, Sep 22
10:00 ET
USExisting home sales (Aug)medium3.92M3.86MMortgage rates at 5% 10-year equivalent. Watch pending as the lead.
Tue, Sep 22
Various ET
USFed speakers — post-hike chorushigh——October odds 55%, December 90% on Friday’s FedWatch. Any hawkish stack re-tests 5.00%.
Wed, Sep 23
09:45 ET
USS&P Global flash PMIs (Sep)highMfg 51.8 / Svc 54.151.4 / 54.6First activity read after the hike and into $100 oil.
Thu, Sep 24
10:30 ET
USEIA crude inventorieshigh−1.8M bbl−2.4MSecondary to Hormuz headlines. A build does not kill a war premium.
Thu, Sep 24
Afternoon ET
US/CNXi–Trump bilateral (Washington)highCommuniqué—Semis, AI controls, tariffs. Trade the text, fade the handshake.
Fri, Sep 25
08:30 ET
USDurable goods (Aug)medium+0.4%+0.9%Core capex (nondef ex-air) is the AI-capex tell.
Fri, Sep 25
10:00 ET
USNew home sales (Aug)medium698k652kBuilder incentives vs. 5% yields. Pair with KB Home / Lennar.
Sat, Sep 26
08:30 ET
USPCE / core PCE (Aug) — if on calendar printhighWatch energy pass-throughCore still above targetThe hike was about this. Diesel-into-core is the 4-week question.