US Jobs report at 8:30am ET; ISM Manufacturing PMI at 10am ET; EZ manufacturing PMI remains in contractionary territory; China's Caixin Manufacturing PMI improves to 51.
US PCE numbers expected at 8:30am ET; Eurozone headline inflation hotter than expected, core inline; China Manufacturing PMI improves slightly, still in contraction; Dollar General -16.5% on earnings
Two long ideas
Inflation in Spain and 4 German regions come in firmer; ADP employment numbers today; Salesforce & Crowdstrike earnings after the close.
We discuss what's going on around the world and our outlook moving forward
US Consumer confidence and JOLTs data today; More China stimulus; German Consumer Confidence falls; US Market volume low, long-end rates higher
Charts here, charts there, charts everywhere
Week of Aug 28, 2023
EZ money supply growth turns negative; China's industrial production weaker; Japan's easing to continue; China Stocks not impressed with new policies and Evergrande tanking -87%
August 28th through Sep 1st
Market Recap - Confused Market ; Macro - No party in September; Earnings Recap - Retail Earnings Themes; Calendars; Closing Thoughts
Jackson Hole Special; Powell speaks at 10am ET and Lagarde at 3pm ET
