10 US releases on the calendar today, headlined by ADP Non-Farm Employment Change at 7:15 AM and Core PCE Price Index m/m at 7:30 AM. 4 US speakers, starting with FOMC Member Barkin at 12:30 PM. 4 tracked companies report, led by Micron Technology Inc ($1.01T). Overnight, equities softer; the biggest move is Crude at +1.47%.
Market Moving Releases and Speakers
| Release / Speaker | Ccy | Time (CDT) | Impact | Forecast | Previous |
|---|---|---|---|---|---|
| Housing Starts y/y | JPY | 12:00 AM | Low | 6.80% | 8.20% |
| German Import Prices m/m | EUR | 1:00 AM | Low | 0.10% | 0.20% |
| German Retail Sales m/m | EUR | 1:00 AM | Low | 1.40% | -3.40% |
| Current Account | GBP | 1:00 AM | Low | -25.6B | -22.1B |
| Final GDP q/q | GBP | 1:00 AM | Low | 0.40% | 0.40% |
| Revised Business Investment q/q | GBP | 1:00 AM | Low | 1.70% | 1.70% |
| German Prelim CPI m/m | EUR | 1:29 AM | Medium | 0.50% | 0.20% |
| French Consumer Spending m/m | EUR | 1:45 AM | Low | 0.00% | 0.50% |
| French Prelim CPI m/m | EUR | 1:45 AM | Low | -0.50% | 0.70% |
| German Unemployment Change | EUR | 2:55 AM | Low | 2K | 4K |
| UBS Economic Expectations | CHF | 3:00 AM | Low | — | 12.1 |
| Italian Prelim CPI m/m | EUR | 4:00 AM | Low | 0.00% | 0.50% |
| FPC Meeting Minutes | GBP | 4:30 AM | Low | — | — |
| FPC Statement | GBP | 4:30 AM | Low | — | — |
| German 10-y Bond Auction | EUR | 4:42 AM | Low | — | 3.39|1.5 |
| Bank Holiday | CAD | All Day | Holiday | — | — |
| ADP Non-Farm Employment Change | USD | 7:15 AM | Medium | 70K | 38K |
| Core PCE Price Index m/m | USD | 7:30 AM | High | 0.30% | 0.20% |
| Final GDP q/q | USD | 7:30 AM | High | 1.50% | 1.50% |
| Final GDP Price Index q/q | USD | 7:30 AM | Medium | 6.40% | 6.40% |
| Goods Trade Balance | USD | 7:30 AM | Low | -113.8B | -118.8B |
| Personal Income m/m | USD | 7:30 AM | Low | 0.50% | 0.40% |
| Personal Spending m/m | USD | 7:30 AM | Low | 1.00% | 0.20% |
| Prelim Wholesale Inventories m/m | USD | 7:30 AM | Low | 1.10% | 1.30% |
| SNB Quarterly Bulletin | CHF | 8:00 AM | Low | — | — |
| Chicago PMI | USD | 8:45 AM | Low | 51.3 | 47.1 |
| Gov Board Member Tschudin Speaks | CHF | 9:30 AM | Low | — | — |
| Crude Oil Inventories | USD | 9:30 AM | Low | — | 3.0M |
| FOMC Member Barkin Speaks | USD | 12:30 PM | Low | — | — |
| FOMC Member Cook Speaks | USD | 2:25 PM | Low | — | — |
| FOMC Member Goolsbee Speaks | USD | 4:10 PM | Low | — | — |
| Building Consents m/m | NZD | 4:45 PM | Low | — | -4.30% |
| FOMC Member Kashkari Speaks | USD | 5:00 PM | Low | — | — |
| Bank Holiday | CNY | All Day | Holiday | — | — |
| BOJ Summary of Opinions | JPY | 6:50 PM | Low | — | — |
| Tankan Manufacturing Index | JPY | 6:50 PM | Low | 25 | 22 |
| Tankan Non-Manufacturing Index | JPY | 6:50 PM | Low | 36 | 37 |
| Final Manufacturing PMI | JPY | 7:30 PM | Low | 54.1 | 54.1 |
| Goods Trade Balance | AUD | 8:30 PM | Low | 2.10B | 1.92B |
| RBA Financial Stability Review | AUD | 8:30 PM | Low | — | — |
Major Earnings
| Ticker | Company | Sector | Mkt Cap | EPS Est |
|---|---|---|---|---|
| MU | Micron Technology Inc | Technology | $1.01T | 31.24 |
| JBL | Jabil Circuit Inc | Technology | $36B | 3.86 |
| FDS | FactSet Research Systems Inc | Financial Services | $10B | 4.32 |
| CAG | Conagra Brands, Inc. | Consumer Defensive | $7B | 0.31 |
Overnight Futures quotes as of 6:17 AM CDT
| Instrument | Last | Overnight |
|---|---|---|
| S&P 500 | 7,722.25 | ▼ -0.13% |
| NASDAQ | 30,525.75 | ▼ -0.29% |
| Bitcoin | 84,175 | ▲ +0.28% |
| Gold | 4,210.9 | ▲ +0.75% |
| Silver | 60.98 | ▼ -0.29% |
| Crude | 90.69 | ▲ +1.47% |
| Nat Gas | 3.033 | ▲ +0.73% |
| 10 Year | 104’17.5 | ▲ +0.12% |
| 30 Year | 103’18.0 | ▲ +0.30% |
| Euro | 1.13905 | ▲ +0.12% |
| Yen | 0.006404 | ▲ +0.07% |
Global Asset Scoreboard
Month to date
ASSET ROUNDUP 20 ranked
| # | Asset | Return |
|---|---|---|
| 1 | Ethereum | ▲ +8.73% |
| 2 | Bitcoin | ▲ +6.01% |
| 3 | Managed Futures | ▲ +5.18% |
| 4 | Crude (WTI) | ▲ +4.22% |
| 5 | Commodity Index | ▲ +3.59% |
| 6 | US Dollar | ▲ +1.74% |
| 7 | Japan Equities | ▲ +1.48% |
| 8 | EM Equities | ▲ +0.15% |
| 9 | IG Bonds | – +0.00% |
| 10 | US Equities | ▼ -0.49% |
| 11 | International (xUS) | ▼ -1.81% |
| 12 | Gov Bonds | ▼ -2.14% |
| 13 | High Yield Bonds | ▼ -2.42% |
| 14 | UK Equities | ▼ -3.13% |
| 15 | US 7-10YR Notes | ▼ -3.19% |
| 16 | EM Bonds | ▼ -3.32% |
| 17 | Europe Equities | ▼ -3.72% |
| 18 | Pacific Rim xJap | ▼ -4.41% |
| 19 | US >20YR Bonds | ▼ -4.80% |
| 20 | Gold | ▼ -6.73% |
Year to date
ASSET ROUNDUP 20 ranked
| # | Asset | Return |
|---|---|---|
| 1 | Crude (WTI) | ▲ +55.66% |
| 2 | Commodity Index | ▲ +52.36% |
| 3 | EM Equities | ▲ +22.77% |
| 4 | Japan Equities | ▲ +20.71% |
| 5 | Managed Futures | ▲ +18.81% |
| 6 | International (xUS) | ▲ +14.54% |
| 7 | US Equities | ▲ +12.93% |
| 8 | Pacific Rim xJap | ▲ +11.16% |
| 9 | Europe Equities | ▲ +7.26% |
| 10 | UK Equities | ▲ +6.54% |
| 11 | US Dollar | ▲ +3.13% |
| 12 | High Yield Bonds | ▲ +0.20% |
| 13 | EM Bonds | ▼ -1.84% |
| 14 | Gov Bonds | ▼ -2.53% |
| 15 | IG Bonds | ▼ -2.88% |
| 16 | US 7-10YR Notes | ▼ -4.45% |
| 17 | Gold | ▼ -4.46% |
| 18 | Bitcoin | ▼ -4.64% |
| 19 | US >20YR Bonds | ▼ -7.54% |
| 20 | Ethereum | ▼ -9.71% |
Overnight Market Moving News
Prepared by BTR Trading Group. Data from Alpha Vantage, CME Group and iShares. Generated September 30, 2026.
