Governor Cook speaks on artificial intelligence and technology. Market attention begins shifting toward the heavy U.S. macroeconomic calendar later in the week.
JOLTS labour-market data and remarks from Michael Barr are the main scheduled catalysts. U.S. restrictions on selected Canadian imports also take effect.
The week’s first major concentration of event risk: August PCE, the third estimate of Q2 GDP, ADP employment data, quarter-end flows and Micron earnings after the U.S. close.
Initial jobless claims and ISM Manufacturing are followed by Federal Reserve communication and Nike earnings after the close. The session also sits between Micron’s overnight reaction and Friday’s employment report.
The September U.S. Employment Situation is the principal scheduled macroeconomic event of the week. Friday options expiration may add position-specific sensitivity around the release and into the close.
Convexa editorial assessment · as of 1 Oct 2026
Risk classifications and scenarios are editorial assessments of potential market significance, not statistical probabilities or predictions. Events may produce materially different market reactions, including no significant reaction at all.
Political and geopolitical events are discussed solely in relation to their potential market impact; Convexa Daily does not take political positions.