🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS
6:30 PM ET Thu. — 🇯🇵 Japan CPI
~10:30–11:30 PM ET Thu. — 🇯🇵 BOJ Rate Decision
2:00 AM ET — 🇬🇧 UK Retail Sales
2:30 AM ET — 🎙️ BOJ Governor Ueda
9:15 AM ET — 🇺🇸 Industrial Production
9:30 AM ET — 🏦 Fed Vice Chair Michelle Bowman
10:00 AM ET — 🇺🇸 Leading Economic Index
All Day — ⚡ Quarterly Options/Futures Expiration
🔥 BOJ — KEY EVENT
The BOJ is expected to raise rates 25bp to 1.25%.
With a hike largely anticipated, the bigger catalyst will be Ueda’s guidance on further tightening.
Hawkish BOJ → JPY/JGB yields ↑ → carry trades pressured → global yields potentially ↑
🇺🇸 INDUSTRIAL PRODUCTION
August industrial production and capacity utilization arrive at 9:15 AM ET.
A strong print could reinforce the higher-rate narrative following this week’s Fed decision.
🏦 FED — BOWMAN
Michelle Bowman speaks at 9:30 AM ET — the first scheduled Fed policymaker appearance after the FOMC.
Markets will listen closely for any clues on the post-FOMC rate path and inflation outlook.
⚡ QUARTERLY EXPIRATION
Friday is a major derivatives expiration session.
Expect potentially elevated volume and positioning-driven volatility, particularly around the open and closing auction.
🛢️ OIL
No EIA inventory report today, but crude remains an important inflation and rates driver.
#BTC #ETH #DOGE #zec #XRPGains3%AsRippleAddsMPPSupport $ETH $ZEC $BTC
6:30 PM ET Thu. — 🇯🇵 Japan CPI
~10:30–11:30 PM ET Thu. — 🇯🇵 BOJ Rate Decision
2:00 AM ET — 🇬🇧 UK Retail Sales
2:30 AM ET — 🎙️ BOJ Governor Ueda
9:15 AM ET — 🇺🇸 Industrial Production
9:30 AM ET — 🏦 Fed Vice Chair Michelle Bowman
10:00 AM ET — 🇺🇸 Leading Economic Index
All Day — ⚡ Quarterly Options/Futures Expiration
🔥 BOJ — KEY EVENT
The BOJ is expected to raise rates 25bp to 1.25%.
With a hike largely anticipated, the bigger catalyst will be Ueda’s guidance on further tightening.
Hawkish BOJ → JPY/JGB yields ↑ → carry trades pressured → global yields potentially ↑
🇺🇸 INDUSTRIAL PRODUCTION
August industrial production and capacity utilization arrive at 9:15 AM ET.
A strong print could reinforce the higher-rate narrative following this week’s Fed decision.
🏦 FED — BOWMAN
Michelle Bowman speaks at 9:30 AM ET — the first scheduled Fed policymaker appearance after the FOMC.
Markets will listen closely for any clues on the post-FOMC rate path and inflation outlook.
⚡ QUARTERLY EXPIRATION
Friday is a major derivatives expiration session.
Expect potentially elevated volume and positioning-driven volatility, particularly around the open and closing auction.
🛢️ OIL
No EIA inventory report today, but crude remains an important inflation and rates driver.
#BTC #ETH #DOGE #zec #XRPGains3%AsRippleAddsMPPSupport $ETH $ZEC $BTC