🇺🇸 WHAT TO WATCH TOMORROW — U.S. MARKETS

📅 Thursday, October 1
ALL TIMES ET
5:30 AM — Challenger Job Cuts
8:30 AM — Initial Jobless Claims 🔥
9:45 AM — S&P Global Manufacturing PMI
10:00 AM — ISM Manufacturing PMI 🔥🔥
10:00 AM — Construction Spending
10:00 AM — Fed Governor Waller
10:30 AM — EIA Natural Gas Storage
11:30 AM — 4W & 8W Treasury Bill Auctions
1:30 PM — Fed Vice Chair Jefferson — Economy & Monetary Policy 🔥
3:00 PM — Fed Vice Chair Bowman
3:30 PM — Fed Governor Cook
4:30 PM — Fed Balance Sheet
🔥 KEY EVENT: ISM MANUFACTURING
With Treasury yields elevated, markets will closely watch ISM Prices Paid for signs of persistent inflation.
Strong activity/prices → yields & USD potentially ↑
Weak activity/prices → yields potentially ↓
🏦 FED WATCH
A busy Fed day, with Jefferson’s economic and monetary-policy remarks likely to draw particular attention.
💼 EARNINGS: $ACN, $MKC, $AYI, $NKE