Market backdrop
Economy & Fed
US releases with the consensus forecast, the actual and the first 30 minutes of market reaction; statements, speeches and testimony from the Federal Reserve. Times are Eastern.
Thu 08:30 · Medium impact
Unemployment Claims
197K
vs 201K expected · prior 197K
strongerS&P fut -0.11%Nasdaq fut -0.14%10y +1bpDollar +0.16%
Wed 08:30 · Medium impact
Final GDP Price Index q/q
6.1%
vs 6.4% expected · prior 6.4%
coolerS&P fut +0.18%Nasdaq fut +0.38%10y 0bpDollar -0.07%
Wed 08:30 · High impact
Final GDP q/q
2.2%
vs 1.5% expected · prior 1.5%
strongerS&P fut +0.18%Nasdaq fut +0.38%10y 0bpDollar -0.07%
Wed 08:30 · High impact
Core PCE Price Index m/m
0.2%
vs 0.3% expected · prior 0.2%
coolerS&P fut +0.18%Nasdaq fut +0.38%10y 0bpDollar -0.07%
Wed 08:15 · Medium impact
ADP Non-Farm Employment Change
90K
vs 73K expected · prior 38K
strongerS&P fut +0.34%Nasdaq fut +0.49%10y -2bpDollar -0.18%
Calendar
Sep 29 Tuesday
| 10:00 | CB Consumer Confidence | pending | exp 89.2 | prior 89.4 | |
| 10:00 | JOLTS Job Openings | 7.08M | exp 7.23M | prior 7.27M | weaker S&P fut +0.07%10y -1bp |
Sep 30 Wednesday
| 08:15 | ADP Non-Farm Employment Change | 90K | exp 73K | prior 38K | stronger S&P fut +0.34%10y -2bp |
| 08:30 | Core PCE Price Index m/m | 0.2% | exp 0.3% | prior 0.2% | cooler S&P fut +0.18%10y 0bp |
| 08:30 | Final GDP q/q | 2.2% | exp 1.5% | prior 1.5% | stronger S&P fut +0.18%10y 0bp |
| 08:30 | Final GDP Price Index q/q | 6.1% | exp 6.4% | prior 6.4% | cooler S&P fut +0.18%10y 0bp |
| 15:30 | President Trump Speaks | ||||
| 18:00 | FOMC Member Kashkari Speaks |
Oct 1 · today Thursday
| 08:30 | Unemployment Claims | 197K | exp 201K | prior 197K | stronger S&P fut -0.11%10y +1bp |
| 10:00 | FOMC Member Waller Speaks | ||||
| 10:00 | ISM Manufacturing PMI | pending | exp 54.8 | prior 54.6 |
Oct 2 Friday
| 08:30 | Average Hourly Earnings m/m | exp 0.3% | prior 0.3% | ||
| 08:30 | Non-Farm Employment Change | exp 89K | prior 162K | ||
| 08:30 | Unemployment Rate | exp 4.1% | prior 4.1% |
High- and medium-impact US events. Forecasts are the consensus from ForexFactory's public calendar; actuals from FRED (St. Louis Fed) or Yahoo Finance. Tone only says which way the number came in: inflation hotter or cooler, activity and jobs stronger or weaker. Releases at the same minute share one reaction.
Federal Reserve
Speech · Jefferson
Jefferson, The U.S. Economy and Monetary Policy
Speech · Cook
Cook, The Dual Mandate in Rural America
Speech · Waller
Waller, Payments in the Age of AI Agents
Speech · Barr
Barr, Economic Conditions and Monetary Policy
Speech · Bowman
Bowman, Opening Remarks
Speech · Cook
Cook, An Update on AI and the Economy
From federalreserve.gov: monetary policy releases (FOMC statements, minutes), speeches and testimony.