👁 Public read-only snapshot · updated 2026-09-02 08:19 ET · monitor-only, not trade advice
On-DeckPulseReflexSleepersTectonicsWorld & UndercoveredDaily Digest
RISK-OFFS&P 500 -0.7%Nasdaq 100 -1.3%Russell 2000 -1.1%High-yield credit -0.9%Long bonds -0.8%US dollar +0.3%Gold -2.9%Volatility +3.0%Bitcoin -1.5%as of 2026-09-02 07:15 ET · pulse
Risk regime is firmly RISK-OFF (1/8 risk votes) as a geopolitically-charged inflation shock — US-Iran escalation driving crude +5.5% and 10Y yields to their highest since Nov 2023 — simultaneously compresses equity multiples and pressures credit. The tape is decisively weak with uniform selling across equities, high-yield credit, and gold, while the USD bid adds a secondary headwind; only Energy is bid as a geopolitical/commodity hedge, not a growth signal.

On-Deck — forward catalysts

2026-09-02 → 2026-09-12 · 12 events · source fmp+web · updated 65 min ago
The September 2–12 window features a collision of major central bank meetings (ECB Sept 9–10, Fed/BoE/BoJ Sept 15–18) bracketing critical US inflation reads. NFP on Sept 5 and CPI on Sept 11 are the key near-term macro prints heading into the FOMC; Fed Chair Warsh's Jackson Hole hawkish pivot has lifted rate-hike expectations sharply. ECB decision Sept 10 precedes the tape entirely, while BoE/BoJ follow the FOMC.
Wed · 2026-09-02
09:45●●●●●Central bankGlobalBank of Canada Rate Decision
BoC sets overnight rate; USD/CAD moves on divergence with Fed expectations; early signal from G10 peer
10:00●●●●○MacroUSDurable Goods Orders (Jul)
Capital expenditure signal; volatile but tracks business investment confidence
08:15●●●○○MacroUSADP Employment Report (Aug)cons ~100K · prior 44K
Private sector employment preview before official NFP; market scrutinizes wage and job creation trends
14:00●●●○○MacroUSFed Beige Book
Fed's anecdotal color on regional economic conditions; used as input to policy discussion
Thu · 2026-09-03
10:00●●●●○MacroUSISM Non-Manufacturing PMI (Aug)cons ~52.5 · prior ?
Services sector PMI; captures two-thirds of US economy; critical for Fed's growth and price-pressure assessment
●●○○○EarningsUSDOCU earningsDOCUcons 1.09 · prior ?
DOCU needs to demonstrate path to profitability and stabilize net dollar retention as market questions SaaS spending efficiency.
Fri · 2026-09-04
08:30●●●●●MacroUSEmployment Situation / NFP (Aug)cons ~53K · prior -23K (Jul)
Monthly jobs headline; July miss (-23K vs +80K exp) triggered repricing. Aug print is last labor data before FOMC; wage growth and unemployment rate equally watched
Wed · 2026-09-09
13:15●●●●○Central bankEUECB Governing Council (Day 1)
ECB meets Sept 9–10; decision expected Sept 10 at 13:15 GMT (8:15 AM ET). Decision and Lagarde presser will signal tightening vs dovish bias
Thu · 2026-09-10
08:15●●●●●Central bankEUECB Rate Decision & Press Conferencecons Hold · prior 3.75%
EUR moves sharply on forward guidance; follows eight rate cuts since June 2024. Press conf at 13:45 GMT critical for EUR/USD traders
08:30●●●●○MacroUSPPI Final Demand (Aug)cons 0.0% MoM · prior 0.0% (Jul)
Producer price inflation; coincides with ECB decision, same day. Input for Fed's inflation assessment before Sept 16 meeting
●●○○○EarningsUSADBE earningsADBEcons 6.07 · prior ?
ADBE must show Creative Cloud subscription momentum and GenAI feature adoption to justify premium valuation against margin pressure.
Fri · 2026-09-11
08:30●●●●●MacroUSCPI (Aug) – Headline & Corecons +3.1% YoY headline, +2.5% core · prior +3.4% YoY headline (Jul), +2.5% core
Gold-standard inflation print; release 5 days before FOMC. Warsh's hawkish Jackson Hole tone means hot CPI could confirm rate-hike risk; miss could ease pressure
Catalyst Intelligence Deck · pane A (On-Deck) · monitor-only, not trade advice.