Category

Economic Events

The scheduled releases that move every asset class: GDP, the Fed, inflation, the labor market, and the structural data underneath them.

GDP

Gross Domestic Product is released in three staggered estimates and built from five weighted components. Here's how to read all of it. 2.8%Prev 2.1%Next Aug 28, 2026 Lagging → 02

Inflation & the CPI

Zero inflation isn't the goal — the Fed targets a small, steady rise. Here's the basket-of-goods math behind the number everyone quotes. 3.1%Prev 3.3%Next Aug 13, 2026 Coincident → 03

The U.S. Job Market

NFP, unemployment, JOLTS, ADP, jobless claims — the full stack of labor data and what each one actually tells you. +142K NFPPrev +98KNext Sep 4, 2026 Coincident → 04

Interest Rates & the Fed

The FOMC's 12 votes set the cost of money for the entire economy. What they do next depends on the collision between growth and inflation. 4.00%Prev 4.25%Next Sep 17, 2026 Leading → 05

PPI

The Producer Price Index tells you what's about to happen to CPI — usually one supply-chain step ahead. 2.7%Prev 2.9%Next Aug 14, 2026 Leading → 06

Retail Sales & PCE

Consumer spending is the single largest slice of GDP. These two reports confirm whether sentiment is turning into real dollars. +0.4%Prev +0.1%Next Aug 14, 2026 Coincident → 07

The Bond Market & the Yield Curve

Two unbreakable rules govern every bond, and the shape of the yield curve is the closest thing markets have to a recession forecast. +18bp (10Y-2Y)Prev +9bpNext Daily Leading → 08

Tariffs

A tariff hits markets twice — an instant risk-off shock, then an inflation wave three to four months later that usually runs the opposite way. Leading → 09

M2 Money Supply

M2 won't correlate with the S&P 500 day to day, but it's the cleanest way to check whether the Fed's actions actually match its words. +3.4% YoYPrev +3.1% YoYNext Aug 25, 2026 Coincident → 10

Durable Goods, Trade, & Industrial Production

Business CapEx, the trade deficit's seasonal pipeline, and the 80% capacity threshold that mechanically triggers price hikes. Next Sep 3, 2026 Leading → 11

Government Shutdown

When the data goes dark, private reports become the only pulse of the economy — and the first NFP afterward is contaminated by design. Mixed → 12

The US Debt Bubble

There's no magic debt number that triggers a crisis, but there is a mechanism — and the 2022 UK gilt collapse showed exactly how it runs. Leading →