🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS🔸4:10 AM ET — 🏦 Fed’s John Williams🔸8:30 AM ET — 🇺🇸 Initial Jobless Claims🔸 | Hanami
🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS
🔸4:10 AM ET — 🏦 Fed’s John Williams 🔸8:30 AM ET — 🇺🇸 Initial Jobless Claims 🔸10:00 AM ET — 🏠 New Home Sales 🔸10:30 AM ET — 🔥 EIA Natural Gas Storage 🔸1:00 PM ET — 🇺🇸 $44B 7-Year Treasury Auction 🔸After Close — 🛒 Costco Earnings 🔸All Day — 🇺🇸🇨🇳 Trump–Xi Summit / Trade Headlines
🔥 TRUMP–XI — KEY EVENT U.S.-China talks are the biggest headline risk today. Markets will watch for developments on tariffs, trade, AI/technology restrictions and rare earths. Any concrete agreement—or escalation—could quickly move semiconductors, commodities, Treasuries and USD/CNH.
🇺🇸 JOBLESS CLAIMS Another key read on the U.S. labor market after the Fed’s latest rate move.
Strong labor data → yields/USD ↑ Weak labor data → yields/USD ↓
🇺🇸 7-YEAR TREASURY AUCTION The $44B auction at 1 PM ET is a key test of Treasury demand.
Watch bid-to-cover, indirect demand and stop vs. when-issued yield.
🏠 HOUSING August New Home Sales arrive at 10 AM ET, providing another look at demand with mortgage rates elevated.
🛒 COSTCO Costco reports after the close.
Focus on consumer spending, traffic, margins, membership trends and inflation commentary.