Daily Finance01 / 04
Main Thread
Jobs hand the baton
to inflation
A 162,000 payroll gain ends the immediate labor scare. PPI, CPI and the ECB now test how long high-rate resilience can last.
Key readings
U.S. payrolls+162K
Unemployment4.1%
U.S. CPISeptember 11
FOMCSeptember 15–16
Daily Finance03 / 04
Markets / Industry
The valuation cushion
keeps thinning
Equity losses were modest, but long yields, the dollar and oil stayed firm. Cloud and software results must prove growth quality.
Key readings
S&P 500−0.38%
U.S. 10-yearAbout 4.78%
Dollar index99.17
Oracle / AdobeSeptember 10
Daily Finance04 / 04
Next Week: Risks
Four dense sessions
without a preset answer
After the holiday: revised Japanese GDP, U.S. PPI, the ECB, company results and U.S. CPI. Energy and long bonds remain tail risks.
Key readings
September 8Revised Japan GDP
September 10PPI / ECB
September 11CPI / Kroger
Keep watchingOil / bonds / dollar