Markets step back in post-jobs with a full slate. Investors should expect inflation (PPI/CPI), Fed blackout into the September 16–17 meeting, an Apple Inc (NASDAQ: AAPL) launch, and a heavy conference week that keeps mega-cap tech in the spotlight.
Times below are in ET unless otherwise noted.
- Mon (9/8)
- Casey’s General Stores (NASDAQ: CASY) results after close. The company will hold its call Tue at 8:30 a.m.
- Planet Labs (NYSE: PL) hosts its call at 8:30 a.m.
- Tue (9/9)
- Oracle (NYSE: ORCL) reports after close.
- Synopsys (NASDAQ: SNPS) reports after close.
- GameStop (NYSE: GME) reports after close.
- Core & Main (NYSE: CNM) reports at 8:30 a.m.
- Rubrik (NYSE: RBRK) reports after close.
- Wed (9/10)
- Chewy (NYSE: CHWY) reports at 8:00 a.m.
- Thu (9/11)
- Adobe (NASDAQ: ADBE) reports at 5:00 p.m.
- Kroger (NYSE: KR) reports at 10:00 a.m.
- Mon (9/8)
- 2:00 p.m. Consumer Credit (G.19) for July.
- Tue (9/9)
- Pre-market NFIB Small Business Optimism for August. NFIB releases the SBET the second Tuesday of each month. CME calendar shows August’s at 5:00 a.m. CT.
- Wed (9/10)
- 8:30 a.m. Producer Price Index (PPI) for August.
- Thu (9/11)
- 8:30 a.m. Consumer Price Index (CPI) for August.
- 8:30 a.m. Initial jobless claims weekly release.
- 1:00 p.m. Monthly Treasury Statement for August.
- Fri (9/12)
- 10:00 a.m. University of Michigan Consumer Sentiment preliminary release for September.
Fed Speakers
The FOMC communications blackout is in effect from Sep 6 through Sep 18. No public remarks are expected from Fed officials this week. The next policy decision is scheduled for Sep 17.
Upcoming Conferences
Goldman Sachs Communacopia and Technology in San Francisco, Sep 8 through Sep 10. The lineup includes heavy participation from mega-cap names. NVIDIA (NASDAQ: NVDA) presents Monday, Meta Platforms (NASDAQ: META) and Broadcom (NASDAQ: AVGO) present Tuesday, and Microsoft (NASDAQ: MSFT) presents Wednesday. AMD (NASDAQ: AMD) lists its session for Monday at 5:25 p.m. on its investor relations calendar.
Other Macro Catalysts
Apple (NASDAQ: AAPL) will hold its product event Tuesday, Sep 9. The company is expected to launch its new iPhone lineup. Apple’s newsroom “In the Loop” post confirms the date. This event can move hardware suppliers and broader sentiment.
Why This Week Matters
Inflation data are the last major inputs before the September FOMC. CPI on Thursday and PPI on Wednesday will either validate the market view that cuts are imminent or complicate it.
Claims and consumer credit will provide additional insight into growth and household balance sheets. With the Fed in blackout, price discovery will rely on data and commentary out of Communacopia and corporate earnings. The Apple launch and Treasury’s Monthly Statement also add weight to the week, making this a catalyst-heavy stretch near all-time highs.
