FOMC Minutes today (Wednesday) at 2:00 pm reveal internal rate debates, while high-impact CPI data arrives next Wednesday at 8:30 am. Between these, Michigan Consumer Sentiment hits Friday at 10:00 am. Thursday features Waller at 4:30 am and Jobless Claims at 8:30 am. With the IMF meeting starting Monday, markets are hyper-focused on cooling inflation. Expect significant volatility as traders weigh these signals against the Fed’s restrictive stance and potential 2026 easing cycles.
Prepare for sharp moves in Treasury yields and equities surrounding next week's CPI print. Use the FOMC minutes to gauge the Fed's appetite for further cuts; if hawkish, expect dollar strength. Monitor consumer sentiment for signs of economic resilience or stagflation risks.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.