September
September data and events are being framed as a mixed but generally inflationary month: US consumer inflation expectations rose sharply 921, services prices remained elevated 40, and consumer confidence deteriorated 41. Labour-market signals were conflicting, with only 29,000 US jobs added 39 and Canada losing 68,300 jobs 7, while US layoff announcements declined 44. The September Fed meeting produced unanimous support for a 25bp hike and most officials favoured another increase by year-end 1718, although market pricing for an October hike fell sharply 22.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
73 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Josh Linville 13 mentions
- Bloomberg 10 mentions
- Walter Bloomberg 9 mentions
- The Kobeissi Letter 8 mentions
- Javier Blas 7 mentions
- Brad Setser 5 mentions
- Jeffrey Currie ++ 4 mentions
- David Lin 4 mentions
See what your own voices say about September, every morning.
Start a desk