Economic calendar: September 2026

Releases older than the calendar's own window are shown from PTM's briefs, at the release's usual time. Release dates from each agency's official calendar; impact is PTM's rating. All months.

Tuesday, September 1

Morning Rundown: Oil reloads, yields follow. August still wins

• 05:00 ET: EUR Euro area flash inflation (HICP) (August 2026), high impact (official calendar) · playbook
• 08:15 ET: USD ADP weekly employment (NER Pulse) (release date only; figures are the publisher's), medium impact (official calendar) · playbook
• 09:05 ET: USD Fed Governor Barr speaks, medium impact (official calendar) · playbook
• 10:00 ET: USD Construction spending (July 2026), medium impact (official calendar) · playbook
• 10:00 ET: USD ISM manufacturing PMI (release date only; figures are the publisher's), high impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD JOLTS job openings, medium impact (official calendar) · PTM's breakdown · playbook

Wednesday, September 2

Morning Rundown: Oil takes $90. Stocks stop pretending

• 08:15 ET: USD ADP National Employment Report (release date only; figures are the publisher's), medium impact (official calendar) · playbook
• 10:00 ET: USD Factory orders (July 2026), medium impact (official calendar) · playbook
• 10:30 ET: USD EIA weekly petroleum status (crude inventories), high impact (official calendar) · playbook

Thursday, September 3

Morning Rundown: Yields take a breath. Oil doesn't

• 08:30 ET: USD Initial jobless claims, medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Fed Governor Waller speaks, medium impact (official calendar) · playbook
• 08:30 ET: USD Productivity and unit labour costs, medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Trade balance (goods and services) (July 2026), medium impact (official calendar) · playbook
• 10:00 ET: USD ISM services PMI (release date only; figures are the publisher's), high impact (official calendar) · PTM's breakdown · playbook
• 10:30 ET: USD EIA weekly natural gas storage, high impact (official calendar) · playbook

Friday, September 4

Morning Rundown: Waller speaks. The hike becomes a coin flip

• 08:30 ET: CAD Canada Labour Force Survey (August 2026), high impact (official calendar) · playbook
• 08:30 ET: USD Employment Situation (non-farm payrolls), high impact (official calendar) · PTM's breakdown · playbook

Tuesday, September 8

Morning Rundown: Payrolls beat. Then oil went to $99

• 08:15 ET: USD ADP weekly employment (NER Pulse) (release date only; figures are the publisher's), medium impact (official calendar) · playbook

Thursday, September 10

Morning Rundown: The Treasury tripled its buyback. Yields rose anyway

• 08:30 ET: USD Initial jobless claims, medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD PPI, high impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD Existing home sales, medium impact (publisher) · PTM's breakdown · playbook
• 10:00 ET: USD Wholesale inventories (July 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 10:30 ET: USD EIA weekly natural gas storage, high impact (official calendar) · PTM's breakdown · playbook
• 12:00 ET: USD EIA weekly petroleum status (crude inventories) (holiday schedule), high impact (official calendar) · PTM's breakdown · playbook

Friday, September 11

Morning Rundown: Core ran hot. Oil is undoing it in real time

• 08:30 ET: USD CPI, high impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD University of Michigan consumer sentiment, medium impact (publisher) · PTM's breakdown · playbook

Monday, September 14

Morning Rundown: AI leaders call a timeout. Nasdaq gaps lower

• 08:30 ET: CAD Canada CPI (August 2026), high impact (official calendar) · playbook

Tuesday, September 15

Morning Rundown: The Fed meets today. The dollar's already there

• 08:15 ET: USD ADP weekly employment (NER Pulse) (release date only; figures are the publisher's), medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Empire State manufacturing survey, medium impact (publisher) · PTM's breakdown · playbook

Wednesday, September 16

Morning Rundown: The 10-year hits 2007 highs. The Fed decides today

• 08:30 ET: USD Import and export prices, medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Retail sales (August 2026), high impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD Business inventories (July 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD NAHB housing market index, medium impact (publisher) · PTM's breakdown · playbook
• 10:30 ET: USD EIA weekly petroleum status (crude inventories), high impact (official calendar) · PTM's breakdown · playbook
• 14:00 ET: USD FOMC rate decision (with projections), high impact (official calendar) · PTM's breakdown · PTM's breakdown · playbook

Thursday, September 17

Morning Rundown: The Fed took the rally. Crude handed it back

• 08:30 ET: USD Initial jobless claims, medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Housing starts and building permits (August 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Philadelphia Fed manufacturing survey, medium impact (publisher) · PTM's breakdown · playbook
• 10:00 ET: USD Pending home sales, medium impact (publisher) · PTM's breakdown · playbook
• 10:30 ET: USD EIA weekly natural gas storage, high impact (official calendar) · PTM's breakdown · playbook

Friday, September 18

Morning Rundown: Japan hiked to a 31-year high. The yen fell anyway

• 09:15 ET: USD Industrial production, medium impact (official calendar) · playbook
• 09:30 ET: USD Fed Vice Chair for Supervision Bowman speaks, medium impact (official calendar) · playbook

Tuesday, September 22

• 08:15 ET: USD ADP weekly employment (NER Pulse) (release date only; figures are the publisher's), medium impact (official calendar) · playbook
• 10:20 ET: USD Fed Vice Chair Jefferson speaks, medium impact (official calendar) · playbook

Wednesday, September 23

Morning Rundown: Crude slid again. The dollar hit an eight-week high

• 09:45 ET: USD S&P Global flash US PMI, medium impact (publisher) · PTM's breakdown · playbook
• 10:05 ET: USD Fed Governor Barr speaks, medium impact (official calendar) · playbook
• 10:30 ET: USD EIA weekly petroleum status (crude inventories), high impact (official calendar) · PTM's breakdown · playbook

Thursday, September 24

Morning Rundown: The 10-year took 5.1%. Crude came back with it

• 08:30 ET: CAD Canada retail trade (July 2026), medium impact (official calendar) · playbook
• 08:30 ET: USD Initial jobless claims, medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Current account (international transactions) (2nd Quarter 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD New home sales (August 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 10:30 ET: USD EIA weekly natural gas storage, high impact (official calendar) · PTM's breakdown · playbook

Friday, September 25

Morning Rundown: The 10-year hit 5.22%. Then Hormuz talk cooled it

• 08:30 ET: USD Durable goods orders (August 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD University of Michigan consumer sentiment, medium impact (publisher) · PTM's breakdown · playbook

Monday, September 28

Morning Rundown: Trump turned down Iran. Gold lost $130

• 08:15 ET: USD Fed Vice Chair for Supervision Bowman speaks, medium impact (official calendar) · playbook
• 13:25 ET: USD Fed Governor Cook speaks, medium impact (official calendar) · playbook

Tuesday, September 29

Morning Rundown: Oil gave back $4. The 10-year kept going

• 08:15 ET: USD ADP weekly employment (NER Pulse) (release date only; figures are the publisher's), medium impact (official calendar) · playbook
• 08:30 ET: CAD Canada GDP by industry (July 2026), medium impact (official calendar) · playbook
• 09:00 ET: USD FHFA house price index, medium impact (official calendar) · PTM's breakdown · playbook
• 10:00 ET: USD JOLTS job openings, medium impact (official calendar) · PTM's breakdown · playbook
• 11:00 ET: USD Fed Vice Chair for Supervision Bowman speaks, medium impact (official calendar) · playbook
• 12:40 ET: USD Fed Governor Barr speaks, medium impact (official calendar) · playbook
• 15:00 ET: USD Fed Governor Waller speaks, medium impact (official calendar) · playbook

Wednesday, September 30

Morning Rundown: Williams said no rush. October is a coin flip

• 08:15 ET: USD ADP National Employment Report (release date only; figures are the publisher's), medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Advance goods trade and inventories (August 2026), medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD GDP (third estimate, 2nd Quarter 2026; State PCE, 2025), medium impact (official calendar) · PTM's breakdown · playbook
• 08:30 ET: USD Personal income and outlays (PCE) (August 2026), high impact (official calendar) · PTM's breakdown · playbook
• 09:45 ET: USD Chicago PMI (business barometer), medium impact (publisher) · PTM's breakdown · playbook
• 10:30 ET: USD EIA weekly petroleum status (crude inventories), high impact (official calendar) · PTM's breakdown · playbook
• 15:25 ET: USD Fed Governor Cook speaks, medium impact (official calendar) · playbook