SPX

Ex-Goldman Sachs Cohen says tailwinds for US economy weakening, recession risk higher

WSJ Fed insider says "An Important Shift in Fed Officials’ Rate Stance Is Under Way"

• Nick Timiraos at the Wall Street Journal is widely considered to be a mouthpiece for the Fed during the blackout

US Treas Sec Yellen said she is feeling confident about a soft landing for the US economy

S&P 500 slumps to a session low

• Not a great finish to the week

ICYMI - Nvidia CEO Jensen Huang sells $42 mn in shares (but its OK)

Head of the San Francisco Fed Mary Daly to speak on Friday

Fed's Logan says it could be appropriate to skip an FOMC rate hike at September meeting

On Wednesday next week we get the US inflation data for August - preview

BNP has flipped its S&P 500 forecast to end 2023 at 4150, from 3400 previously

UBS says the global economic story is very clear - disinflation pressures being kept alive

Fed's Goolsbee says inflation is above where we want it, monetary policy is working

US equity indexes end Thursday mixed: Dow up while S&P500 and Nasdaq down

There is a barrage of 6 Federal Reserve speakers due today, Thursday, 7 September

Here's why the beat on ISM Services PMI on Wednesday had such an outsized impact on mkts

Goldman Sachs on the FOMC hurdle if they pause in November too. Rate cuts from Q2 2024

• Goldman Sachs expect a September pause. However, November, they say. is tricky for the Fed.