Treasuries are essentially unchanged despite an initial rally from a beat in Non-Manufacturing ISM (59.8 vs 55.5 consensus). European equity indices are mixed, with the DAX edging lower after a record close and the IBEX 35 rebounding upward from the Catalonian conflict. It was a quiet day for Asian trading as well with markets in China, Hong Kong and South Korea closed for national holidays. S&P futures are up 2 points as investors wait on the sidelines for the Non-Farm Payroll number on Friday, with consensus on the lower side as the market expects the hurricane distortions to have a somewhat meaningful impact (consensus is ~80k, with prior month’s number being 156k).
Eric Kruglak
Senior Associate, Investment Management Group
| Date Time | Event | Survey | Actual | Prior | Revised | |
| 10/05/2017 07:30 | Challenger Job Cuts YoY | Sep | — | -27.00% | 5.10% | — |
| 10/05/2017 08:30 | Initial Jobless Claims | 30-Sep | 265k | 260k | 272k | — |
| 10/05/2017 08:30 | Continuing Claims | 23-Sep | 1950k | 1938k | 1934k | 1936k |
| 10/05/2017 08:30 | Trade Balance | Aug | -$42.7b | -$42.4b | -$43.7b | -$43.6b |
| 10/05/2017 09:45 | Bloomberg Consumer Comfort | 1-Oct | — | — | 51.6 | — |
| 10/05/2017 10:00 | Factory Orders | Aug | 1.00% | — | -3.30% | — |
| 10/05/2017 10:00 | Factory Orders Ex Trans | Aug | — | — | 0.50% | — |
| 10/05/2017 10:00 | Durable Goods Orders | Aug F | 1.70% | — | 1.70% | — |
| 10/05/2017 10:00 | Durables Ex Transportation | Aug F | — | — | 0.20% | — |
| 10/05/2017 10:00 | Cap Goods Orders Nondef Ex Air | Aug F | — | — | 0.90% | — |
| 10/05/2017 10:00 | Cap Goods Ship Nondef Ex Air | Aug F | — | — | 0.70% | — |
| 10/06/2017 08:30 | Change in Nonfarm Payrolls | Sep | 80k | — | 156k | — |
| 10/06/2017 08:30 | Two-Month Payroll Net Revision | Sep | — | — | — | — |
| 10/06/2017 08:30 | Change in Private Payrolls | Sep | 72k | — | 165k | — |
| 10/06/2017 08:30 | Change in Manufact. Payrolls | Sep | 8k | — | 36k | — |
| 10/06/2017 08:30 | Unemployment Rate | Sep | 4.40% | — | 4.40% | — |
| 10/06/2017 08:30 | Average Hourly Earnings MoM | Sep | 0.30% | — | 0.10% | — |
| 10/06/2017 08:30 | Average Hourly Earnings YoY | Sep | 2.50% | — | 2.50% | — |
| 10/06/2017 08:30 | Average Weekly Hours All Employees | Sep | 34.4 | — | 34.4 | — |
| 10/06/2017 08:30 | Labor Force Participation Rate | Sep | — | — | 62.90% | — |
| 10/06/2017 08:30 | Underemployment Rate | Sep | — | — | 8.60% | — |
| 10/06/2017 10:00 | Wholesale Trade Sales MoM | Aug | 0.00% | — | -0.10% | — |
| 10/06/2017 10:00 | Wholesale Inventories MoM | Aug F | 1.00% | — | 1.00% | — |
| 10/06/2017 15:00 | Consumer Credit | Aug | $15.540b | — | $18.499b | — |
| 10/10/2017 06:00 | NFIB Small Business Optimism | Sep | — | — | 105.3 | — |
| 10/11/2017 07:00 | MBA Mortgage Applications | 6-Oct | — | — | -0.40% | — |
| 10/11/2017 10:00 | JOLTS Job Openings | Aug | — | — | 6170 | — |
| 10/11/2017 14:00 | FOMC Meeting Minutes | 20-Sep | — | — | — | — |
| 10/12/2017 08:30 | PPI Final Demand MoM | Sep | 0.40% | — | 0.20% | — |
| 10/12/2017 08:30 | PPI Ex Food and Energy MoM | Sep | 0.10% | — | 0.10% | — |
| 10/12/2017 08:30 | PPI Ex Food, Energy, Trade MoM | Sep | 0.20% | — | 0.20% | — |
| 10/12/2017 08:30 | Initial Jobless Claims | 7-Oct | — | — | 260k | — |
| 10/12/2017 08:30 | PPI Final Demand YoY | Sep | 2.60% | — | 2.40% | — |
| 10/12/2017 08:30 | Continuing Claims | 30-Sep | — | — | 1938k | — |
| 10/12/2017 08:30 | PPI Ex Food and Energy YoY | Sep | 2.00% | — | 2.00% | — |
| 10/12/2017 08:30 | PPI Ex Food, Energy, Trade YoY | Sep | — | — | 1.90% | — |
| 10/12/2017 09:45 | Bloomberg Consumer Comfort | 8-Oct | — | — | — | — |
| 10/12/2017 10/20 | Monthly Budget Statement | Sep | — | — | -$107.7b | — |