Site Search

Looking for something? Use the search bar below or visit our Resources page.


Author Hafizan Hamzah

Published

Estimated

Treasury yields are up roughly 2 bps across the curve this morning following a quiet overnight session.

Initial jobless claims came in lower than expected at 203,000 vs. a forecast of 208,000; declining by 4,000 since last week. Continuing claims fell by 18,000 to 1.778 million, also lower than expected. Jobless claims data continues to hover around historic lows, which should give the Fed confidence in the labor market.

Hafizan Hamzah
Senior Director

DateEventSurveyActualPriorRevised
8/27/2026Advance Goods Trade Balance-$100.5b-$118.8b-$101.5b-$101.4b
8/27/2026Advance Goods Imports MoM SA-0.30%3.70%-2.60%-2.40%
8/27/2026Advance Goods Exports MoM SA-1.00%-2.90%-1.80%     —
8/27/2026Retail Inventories MoM0.20%0.70%0.00%-0.20%
8/27/2026Wholesale Inventories MoM0.20%1.30%0.20%0.30%
8/27/2026Initial Jobless Claims208k203k206k207k
8/27/2026Initial Claims 4-Wk Moving Avg     —205.50k204.00k204.25k
8/27/2026Continuing Claims1792k1778k1799k1796k
8/27/2026Kansas City Fed Manf. Activity10     —9     —
8/28/2026MNI Chicago PMI57.9     —57.6     —
8/28/2026U. of Mich. Sentiment51     —51     —
8/28/2026U. of Mich. Current Conditions51.9     —51.8     —
8/28/2026U. of Mich. Expectations51.5     —50.6     —
8/28/2026U. of Mich. 1 Yr Inflation4.40%     —4.30%     —
8/28/2026U. of Mich. 5-10 Yr Inflation3.30%     —3.30%     —
8/28/2026Prelim. Benchmark Payrolls Revision185k     —-911k     —
8/28/2026Kansas City Fed Services Activity     —     —14     —
8/31/2026Dallas Fed Manf. Activity     —     —1.3     —
9/1/2026S&P Global US Manufacturing PMI     —     —53.2     —
9/1/2026ISM Manufacturing55.4     —55.6     —
9/1/2026ISM Prices Paid71.9     —71.1     —
9/1/2026ISM New Orders     —     —56.7     —
9/1/2026ISM Employment52.5     —52.8     —
9/1/2026Construction Spending MoM-0.10%     —-0.10%     —
9/1/2026JOLTS Job Openings7300k     —7359k     —
9/1/2026JOLTS Job Openings Rate     —     —4.40%     —
9/1/2026JOLTS Quits Level     —     —3232k     —
9/1/2026JOLTS Quits Rate     —     —2.00%     —
9/1/2026JOLTS Layoffs Level     —     —1766k     —
9/1/2026JOLTS Layoffs Rate     —     —1.10%     —
9/1/2026Dallas Fed Services Activity     —     —6.6     —
9/01/2026Omdia Total Vehicle Sales16.20m     —16.33m     —
9/2/2026MBA Mortgage Applications     —     —-1.00%     —
9/2/2026ADP Employment Change39k     —44k     —
9/2/2026Factory Orders0.10%     —-0.30%     —
9/2/2026Factory Orders Ex Trans     —     —-0.40%     —
9/2/2026Durable Goods Orders     —     —1.10%     —
9/2/2026Durables Ex Transportation     —     —0.40%     —
9/2/2026Cap Goods Orders Nondef Ex Air     —     —0.20%     —
9/2/2026Cap Goods Ship Nondef Ex Air     —     —1.40%     —
9/2/2026Fed Releases Beige Book    
9/3/2026Challenger Job Cuts YoY     —     —-46.10%     —
9/3/2026Challenger Job Cuts Total     —     —33429     —
9/3/2026Trade Balance-$71.6b     —-$73.3b     —
9/3/2026Imports MoM     —     —-1.80%     —
9/3/2026Exports MoM     —     —-0.90%     —
9/3/2026Nonfarm Productivity     —     —1.40%     —
9/3/2026Unit Labor Costs     —     —1.30%     —
9/3/2026Initial Jobless Claims     —     —203k     —
9/3/2026Initial Claims 4-Wk Moving Avg     —     —205.50k     —
9/3/2026Continuing Claims     —     —1778k     —
9/3/2026S&P Global US Services PMI     —     —56.8     —
9/3/2026S&P Global US Composite PMI     —     —56     —
9/3/2026ISM Services Index54.3     —54.1     —
9/3/2026ISM Services Prices Paid70     —70.3     —
9/3/2026ISM Services New Orders     —     —57.2     —
9/3/2026ISM Services Employment     —     —47.4     —

Hafizan Hamzah

Senior Director, Investment Management Group

LinkedIn

  Headline Disclaimer

ALM First offers investment advisory services through ALM First Financial Advisors, LLC, which is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. The information contained herein does not constitute investment advice or a recommendation for you to purchase or sell any specific security. You are solely responsible for reviewing the content and for any actions you take or choose not to take based on your review of such content.

Information contained herein was derived from third party sources as indicated. While such information is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. We have not and will not independently verify this information. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to ALM First.

Statements herein that reflect projections or expectations of future financial or economic performance are forward-looking statements. Such “forward-looking” statements are based on various assumptions, which assumptions may not prove to be correct. Accordingly, there can be no assurance that such assumptions and statements will accurately predict future events or actual performance. No representation or warranty can be given that the estimates, opinions or assumptions made herein will prove to be accurate. Any projections and forward-looking statements included herein should be considered speculative and are qualified in their entirety by the information and risks disclosed in the confidential offering document. Actual results for any period may or may not approximate such forward-looking statements. No representations or warranties whatsoever are made by ALM First Financial Advisors, LLC or any other person or entity as to the future profitability of investments recommended by ALM First Financial Advisors, LLC.



Recent Beyond The Headlines


  Headlines RSS
Strategic Partners

Let’s Work Together

ALM First is your agile partner with a trusted history of delivering results.