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Author Conrad Lofton

Published

Estimated


Treasury yields are 2-3 basis points lower to start the week as news out of the Middle East described President Trump as open to meeting with the Iranian President.

As a result, equity futures are also up ahead of the open. The Chicago Fed President Goolsbee will speak at an event today, the first of 10 speakers from the Fed. With the lack of any meaningful data being released in the front half of this week, all eyes will be watching.

Conrad Lofton
Director

DateEventSurveyActualPrior
9/21/2026Fed’s Goolsbee Speaks at Event   
9/21/2026Chicago Fed Nat Activity Index-0.04-0.04-0.08
9/22/2026ADP Weekly Employment Change     —     —16.250k
9/22/2026Philadelphia Fed Non-Manufacturing Activity     —     —-10.6
9/22/2026Richmond Fed Manufact. Index2     —4
9/22/2026Richmond Fed Business Conditions     —     —-12
9/23/2026MBA Mortgage Applications     —     —-4.10%
9/23/2026S&P Global US Manufacturing PMI53.6     —53.9
9/23/2026S&P Global US Services PMI55.9     —56.5
9/23/2026S&P Global US Composite PMI54.7     —56
9/24/2026Current Account Balance-$256.2b     —-$226.8b
9/24/2026Initial Jobless Claims200k     —196k
9/24/2026Initial Claims 4-Wk Moving Avg     —     —203.25k
9/24/2026Continuing Claims1745k     —1730k
9/24/2026New Home Sales616k     —607k
9/24/2026New Home Sales MoM1.30%     —-10.50%
9/24/2026Kansas City Fed Manf. Activity9     —10
9/24/2026Building Permits     —     —1394k
9/24/2026Building Permits MoM     —     —-2.70%
9/25/2026Bloomberg Sept. United States Economic Survey   
9/25/2026Durable Goods Orders-0.30%     —1.10%
9/25/2026Durables Ex Transportation0.60%     —0.40%
9/25/2026Cap Goods Orders Nondef Ex Air0.50%     —0.00%
9/25/2026Cap Goods Ship Nondef Ex Air0.70%     —1.20%
9/25/2026U. of Mich. Sentiment47.5     —47.8
9/25/2026U. of Mich. Current Conditions50.5     —50.9
9/25/2026U. of Mich. Expectations45.5     —45.8
9/25/2026U. of Mich. 1 Yr Inflation     —     —4.60%
9/25/2026U. of Mich. 5-10 Yr Inflation3.40%     —3.40%
9/25/2026Kansas City Fed Services Activity     —     —-3
9/28/2026Dallas Fed Manf. Activity     —     —11.6

Conrad Lofton

Director, Investment Management Group

LinkedIn

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