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1. Monday: ① Data: Canadas August CPI month-on-month rate; Chinas August M2 money supply year-on-year rate (to be determined). ② Holiday: The National Stock Exchange of India is closed for one day. 2. Tuesday: ① Data: Chinas August retail sales of consumer goods year-on-year; Chinas August industrial value-added year-on-year; UKs July three-month ILO unemployment rate; UKs August unemployment rate; UKs August jobless claims; Frances final August CPI month-on-month rate; Germanys September ZEW economic sentiment index; Eurozones September ZEW economic sentiment index; Eurozones July seasonally adjusted trade balance; US ADP employment change week-on-week for the week ending August 29; Canadas July wholesale sales month-on-month rate; US September New York Fed Manufacturing Index; Chinas August total electricity consumption year-on-year; Chinas August total electricity consumption (to be determined). ② Events: The National Energy Administration releases total electricity consumption data around the 15th of each month; the National Bureau of Statistics releases monthly reports on residential sales prices in 70 large and medium-sized cities; the State Council Information Office holds a press conference on the operation of the national economy. 3. Wednesday: ① Data: US API crude oil inventories for the week ending September 11; UK August CPI month-on-month rate, UK August retail price index month-on-month rate; Eurozone July industrial production month-on-month rate; US August retail sales month-on-month rate, US August import price index month-on-month rate, US September NAHB housing market index, US July business inventories month-on-month rate, US EIA crude oil inventories for the week ending September 11, US EIA Cushing, Oklahoma crude oil inventories for the week ending September 11, US EIA strategic petroleum reserves for the week ending September 11. ② Event: European Commission President Ursula von der Leyen delivers her State of the Union address. 4. Thursday: ① Data: US Federal Reserve interest rate decision (upper limit) to September 16; Chinas August SWIFT RMB share in global payments; Switzerlands August trade balance; Eurozones final August CPI year-on-year rate and final August CPI month-on-month rate; UK central bank interest rate decision to September 17; US initial jobless claims for the week ending September 12; US August housing starts (annualized); US August building permits; US September Philadelphia Fed Manufacturing Index; US August pending home sales index (month-on-month); US EIA natural gas storage for the week ending September 11. ② Events: US Securities and Exchange Commission holds a roundtable discussion on 24-hour trading; Bank of Canada releases monetary policy meeting minutes; Federal Reserve FOMC releases interest rate decision and economic projections summary, Federal Reserve Chairman holds monetary policy press conference [simultaneous interpretation]; Bank of England releases interest rate decision and meeting minutes. 5. Friday: ① Data: UK September GfK Consumer Confidence Index; Japan August Core CPI YoY; Germany August PPI MoM; UK August Seasonally Adjusted Retail Sales MoM; Eurozone July Seasonally Adjusted Current Account; US August Industrial Production MoM; US August Conference Board Leading Economic Index MoM; China August Year-to-Date National Power Generation Capacity; China August Year-to-Date National Power Generation Capacity YoY (TBD); Bank of Japan Target Interest Rate to September 18 (TBD). ② Events: RBA Governor Bullock attends hearing; Bank of Japan announces interest rate decision; Bank of Japan Governor Ueda Kazuo holds monetary policy press conference. 6. Saturday: ① Data: US Total Oil Rig Count for the Week Ending September 18.
White House economic advisor Hassett: AI security is a "solvable problem"; its great to see OpenAI and Musk supporting Anthropic CEOs article on artificial intelligence.
White House economic advisor Hassett: Based on inflation data, I will be cautious about raising interest rates.
US President Trump: We can set up safeguards (regarding artificial intelligence), but some voices are too negative.
US President Trump (when asked whether the artificial intelligence industry should slow down its pace of development) said that whoever wins in artificial intelligence wins the future.