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Author Hafizan Hamzah

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Estimated


Treasury yields are slightly higher to start the week, with the belly and long-end of the curve up 2 to 3 bps following a quiet overnight session with Japan closed.

Equity futures are in the green pointing to a higher opening after hitting fresh highs last week.

Three Fed officials are on the docket for today with Atlanta Fed President Bostic (voter) speaking early this morning followed by Chicago Fed President Goolsbee (non-voter) and Minneapolis Fed President Kashkari (non-voter).

Hafizan Hamzah
Senior Director, Investment Management Group

DateEventSurv(M)ActualPrior
09/23/24Chicago Fed Nat Activity Index-0.20.12-0.34
09/23/24S&P Global US Manufacturing PMI48.6—47.9
09/23/24S&P Global US Services PMI55.2—55.7
09/23/24S&P Global US Composite PMI54.3—54.6
09/24/24Philadelphia Fed Non-Manufacturing Activity-9.3—-25.1
09/24/24FHFA House Price Index MoM0.20%—-0.10%
09/24/24S&P CoreLogic CS 20-City MoM SA0.40%—0.42%
09/24/24S&P CoreLogic CS US HPI YoY NSA——5.42%
09/24/24S&P CoreLogic CS 20-City YoY NSA6.10%—6.47%
09/24/24Conf. Board Consumer Confidence104—103.3
09/24/24Conf. Board Present Situation——134.4
09/24/24Conf. Board Expectations——82.5
09/24/24Richmond Fed Manufact. Index-12—-19
09/24/24Richmond Fed Business Conditions——-13
09/25/24MBA Mortgage Applications——14.20%
09/25/24New Home Sales700k—739k
09/25/24New Home Sales MoM-5.30%—10.60%
09/26/24BEA annual revisions to GDP/National Economic Accounts   
09/26/24GDP Annualized QoQ3.00%—3.00%
09/26/24Personal Consumption2.90%—2.90%
09/26/24GDP Price Index2.50%—2.50%
09/26/24Core PCE Price Index QoQ2.80%—2.80%
09/26/24Durable Goods Orders-2.80%—9.80%
09/26/24Durables Ex Transportation0.10%—-0.20%
09/26/24Cap Goods Orders Nondef Ex Air0.10%—-0.10%
09/26/24Cap Goods Ship Nondef Ex Air0.20%—-0.30%
09/26/24Initial Jobless Claims225k—219k
09/26/24Continuing Claims1833k—1829k
09/26/24Pending Home Sales MoM1.00%—-5.50%
09/26/24Pending Home Sales NSA YoY——-4.60%
09/26/24Kansas City Fed Manf. Activity——-3
09/27/24Personal Income0.40%—0.30%
09/27/24Wholesale Inventories MoM0.20%—0.20%
09/27/24Personal Spending0.30%—0.50%
09/27/24Real Personal Spending0.10%—0.40%
09/27/24PCE Price Index MoM0.10%—0.20%
09/27/24PCE Price Index YoY2.30%—2.50%
09/27/24Advance Goods Trade Balance-$100.0b—-$102.7b
09/27/24Core PCE Price Index MoM0.20%—0.20%
09/27/24Core PCE Price Index YoY2.70%—2.60%
09/27/24Retail Inventories MoM0.60%—0.80%
09/27/24Bloomberg Sept. United States Economic Survey   
09/27/24U. of Mich. Sentiment69.4—69
09/27/24U. of Mich. Current Conditions——62.9
09/27/24U. of Mich. Expectations——73
09/27/24U. of Mich. 1 Yr Inflation——2.70%
09/27/24U. of Mich. 5-10 Yr Inflation——3.10%
09/27/24Kansas City Fed Services Activity——5

Hafizan Hamzah

Senior Director, Investment Management Group

LinkedIn

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