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Author Jason Haley

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Treasury yields are leaking higher to start the week with Brent crude futures up nearly 2% on the day to $98.6 a barrel.

An Iranian attack on Saudi energy facilities sparked the rally in oil prices overnight. In other news, copper prices hit a record high for a second straight trading session last night, adding to potential inflation pressures. A short-term supply squeeze has been created as US importers have attempted to front-run any potential increase in tariffs on the refined metal needed for data centers, renewable energy equipment, and power grids.

The highlight of this week’s economic calendar is the August CPI report released on Friday. Wholesale inflation data (PPI) for August will be released on Thursday. The Fed has entered is blackout period for public comments ahead of the September 16 FOMC meeting.

Jason Haley
Chief Investment Officer

DateEventSurveyActualPriorRevised
9/8/2026NFIB Small Business Optimism99.398.799.8     —
9/8/2026NY Fed 1-Yr Inflation Expectations3.60%     —3.63%     —
9/8/2026Consumer Credit$11.340b     —$14.173b     —
9/9/2026MBA Mortgage Applications     —     —0.80%     —
9/9/2026ADP Weekly Employment Change     —     —11.750k     —
9/10/2026Initial Jobless Claims205k     —206k     —
9/10/2026Initial Claims 4-Wk Moving Avg     —     —207.25k     —
9/10/2026Continuing Claims1780k     —1779k     —
9/10/2026PPI Final Demand MoM0.40%     —0.00%     —
9/10/2026PPI Ex Food and Energy MoM0.30%     —0.20%     —
9/10/2026PPI Ex Food, Energy, Trade MoM0.30%     —0.40%     —
9/10/2026PPI Final Demand YoY5.30%     —4.70%     —
9/10/2026PPI Ex Food and Energy YoY4.60%     —4.20%     —
9/10/2026PPI Ex Food, Energy, Trade YoY4.70%     —4.70%     —
9/10/2026Existing Home Sales3.99m     —4.06m     —
9/10/2026Existing Home Sales MoM-1.50%     —-1.70%     —
9/10/2026Wholesale Inventories MoM1.30%     —1.30%     —
9/10/2026Wholesale Trade Sales MoM     —     —-3.00%     —
9/11/2026Real Avg Weekly Earnings YoY     —     —0.10%0.20%
9/11/2026Real Avg Hourly Earning YoY     —     —-0.20%-0.10%
9/11/2026CPI MoM0.40%     —0.10%     —
9/11/2026Core CPI MoM0.20%     —0.20%     —
9/11/2026CPI YoY3.40%     —3.40%     —
9/11/2026Core CPI YoY2.40%     —2.50%     —
9/11/2026CPI Index NSA334.867     —333.918     —
9/11/2026Core CPI Index SA337.578     —336.789     —
9/11/2026U. of Mich. Sentiment51     —51.7     —
9/11/2026U. of Mich. Current Conditions51.6     —51.9     —
9/11/2026U. of Mich. Expectations51     —51.5     —
9/11/2026U. of Mich. 1 Yr Inflation4.20%     —4.00%     —
9/11/2026U. of Mich. 5-10 Yr Inflation3.30%     —3.30%     —
9/11/2026Household Change in Net Worth     —     —$113b     —
9/11/2026Federal Budget Balance-$220.0b     —-$344.8b     —
9/15/2026ADP Weekly Employment Change     —     —     —     —
9/15/2026Empire Manufacturing12.1     —20.6     —

Jason Haley

Chief Investment Officer

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