{"title":"This week: US CPI to shape September Fed; China FX reserves, Apple
event","content":"Key market-moving items this week: US CPI prints and
PPI/treasury auction data that could influence SEPT Fed pricing; China Aug CPI
and FX reserves; weekly US oil inventories plus EIA/OPEC/IEA monthly oil
reports; ECB President Lagarde speeches and Thurs policy press conference; Apple
autumn product event and TSMC Aug revenue; China Aug M2 and trade flows. Monday:
China Aug FX reserves release; US and Canada equity markets closed for Labor Day
(one-day); metals and some energy contracts close early. Tuesday: China Aug
trade balances (USD and RMB terms); Japan, Germany, France trade data; US NFIB
small‑business sentiment and NY Fed 1‑yr inflation expectation. Wednesday: China
Aug CPI YoY; France industrial output (Jul); ADP private payrolls change for
week to Aug 22. Thursday: US 10‑yr Treasury auction stop‑out yield and
bid‑cover; US Aug PPI YoY/MoM; initial jobless claims (week to Sep 5);
existing‑home sales (Aug annualised); German Aug CPI final; ECB deposit and refi
rate records to Sep 10 and Lagarde speech at Bundesbank dinner plus ECB policy
press conference (simultaneous interpretation); EIA short‑term energy outlook
and OPEC monthly oil report; Apple autumn product launch; TSMC publishes Aug
revenue; China Aug M2 YoY; EIA weekly natural gas inventory. Friday: US Aug CPI
(unadjusted YoY, SA MoM and core MoM) and preliminary 1‑yr inflation
expectation; UMich preliminary Sep consumer sentiment; weekly EIA crude, Cushing
and SPR inventory updates (week to Sep 4); UK Jul 3‑month GDP, manufacturing
output, goods trade balance and industrial output; domestic fuel retail price
adjustment window opens in China; IEA monthly oil report; Swiss consumer
confidence (Aug). Saturday: US Baker Hughes rig count (week to Sep 11);
additional Lagarde remarks.
