👁 Public read-only snapshot · updated 2026-09-01 23:38 ET · monitor-only, not trade advice
On-DeckPulseSleepersTectonicsWorld & UndercoveredDaily Digest
MIXEDS&P 500 -0.6%Nasdaq 100 -1.1%Russell 2000 -1.1%High-yield credit -0.8%Long bonds -0.7%US dollar +0.3%Gold -2.2%Volatility +1.9%Bitcoin +1.1%as of 2026-09-01 12:30 ET · pulse
The tape is flashing a mixed-to-risk-off signal: equities (SPX -0.6%, NDX -1.1%, RUT -1.1%) sold off into the long weekend as crude surged +4.3% on Hormuz tensions and 10Y yields pushed to their highest since Jan 2025, squeezing duration and credit simultaneously. The regime scorecard is 2/8 risk votes — barely risk-on — with the dollar bid, gold offered, and high-yield credit soft, confirming this is a yield-shock + geopolitical fear episode, not a straight risk-off flight to safety.

On-Deck — forward catalysts

2026-09-01 → 2026-09-11 · 10 events · source fmp+web · updated 668 min ago
Macro focus hits hard Sept 1-11 with JOLTS, ISM PMI (both Sept 1-3), NFP Sept 4, PPI/CPI Sept 10-11 setting stage for FOMC on Sept 16. ECB decision Sept 10 (8:15 AM ET) precedes most US data. BoJ and BoE follow post-FOMC. No mega-cap earnings in this window; September geopolitical events (Sweden, Russia, Morocco elections) outside core tape-mover window.
Tue · 2026-09-01
10:00●●●●○MacroUSISM Manufacturing PMI (Aug)
Forward-looking factory health gauge; divergence from services signals broad activity shifts.
10:00●●●○○MacroUSJOLTS Job Openings (July)
Early labor-market indicator; signals demand for hiring and labor tightness.
●●○○○EarningsUSNIO earningsNIOcons -0.07 · prior ?
NIO's path to profitability depends on delivery volume and gross margins as EV competition intensifies in China.
Thu · 2026-09-03
10:00●●●●○MacroUSISM Services PMI (Aug)
Services sector breadth indicator; dominates US economy and sets tone for growth momentum.
●●○○○EarningsUSDOCU earningsDOCUcons 1.09 · prior ?
DocuSign needs to show AI-driven workflow automation is reversing user churn and stabilizing revenue growth.
Fri · 2026-09-04
08:30●●●●●MacroUSNonfarm Payrolls & Unemployment (Aug)
Most liquid and reactive jobs data; drives immediate Fed rate-path reassessment and risk-on/off flow.
Thu · 2026-09-10
08:15●●●●●Central bankEUECB Rate Decisioncons ? · prior 2.40%
Euro and EUR pairs volatile; forward guidance on tightening/easing trajectory signals broader EU policy stance.
08:30●●●●○MacroUSPPI Inflation (Aug)
Pipeline inflation pressure; strong PPI can foreshadow CPI and influence Fed pause/cut debate.
●●○○○EarningsUSADBE earningsADBEcons 6.07 · prior ?
Adobe must beat on AI monetization and subscription growth to justify valuation amid intensifying competition in creative software.
Fri · 2026-09-11
08:30●●●●●MacroUSCPI Inflation (Aug)
Headline and core CPI just days before FOMC; major market-mover; sets immediate policy expectations.
Catalyst Intelligence Deck · pane A (On-Deck) · monitor-only, not trade advice.