All Editions
23
Aug 2026
Issue 33
Growth and Inflation Into Jobs Friday
August 25, 2026 — September 4, 2026
The second estimate of Q2 GDP and the Fed's PCE inflation gauge share the morning of August 26 with a 2-year reopening and a 5-year auction, and the August jobs report closes the fortnight on Friday, September 4.
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16
Aug 2026
Issue 32
GDP and PCE Land the Same Wednesday, Six Auctions Deep
Monday, August 17, 2026 — Thursday, August 27, 2026
GDP's second estimate and the Fed's preferred inflation gauge land the same Wednesday morning, with six Treasury auctions pricing around them across the fortnight.
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9
Aug 2026
Issue 31
The inflation prints land first, the auctions have to live with them.
August 11, 2026 — August 20, 2026
CPI Wednesday and PPI Thursday with no session in between, while Treasury places five auctions in eight sessions and housing data fills the quieter second week.
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2
Aug 2026
Issue 30
Payrolls Come First, the Inflation Print Comes Second
August 3, 2026 — August 14, 2026
The July jobs report lands Friday, August 7, CPI follows three sessions later on Wednesday, August 12, and Treasury sells 3-, 10- and 30-year paper straight through the inflation data.
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26
Jul 2026
Issue 29
The Fed goes first, the jobs report goes last.
July 27, 2026 — August 7, 2026
The FOMC decides Wednesday, July 29, GDP and core PCE land together Thursday morning, and the Employment Situation report closes the fortnight on Friday, August 7.
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19
Jul 2026
Issue 28
The Fed Decides Wednesday, the Data Answers Thursday
July 22, 2026 — July 31, 2026
The FOMC rate decision anchors the window on Wednesday, July 29, and the advance GDP estimate lands with core PCE the very next morning — with six Treasury auctions spread across the eight release days between them.
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12
Jul 2026
Issue 27
CPI Opens the Window, the 10-Year Closes It
July 14, 2026 — July 24, 2026
The inflation cluster — CPI, PPI, and Retail Sales — front-loads the fortnight, and the 10-year note auction on July 23 closes it with a demand test.
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29
Jun 2026
Issue 26
The Jobs Report Meets America's 250th
Tuesday, June 30 — Thursday, July 9, 2026
Thursday's Jobs Report (Jul 2) is the rate-mover. July 4 is the 250th anniversary of the Founding — markets closed. The 10Y and 30Y reopenings on Jul 8 and Jul 9 close the window: the bond market the Founding built, still in motion.
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15
Jun 2026
Issue 25
FOMC + Chair Warsh's First Press Conference
Tuesday, June 16 — Thursday, June 25, 2026
Wednesday is the main event. CME FedWatch prices a ~97% hold at 3.50–3.75%. The decision isn't the story — Warsh's tone is. Core PCE closes the window June 25.
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