Heads-up: August PCE lands Sep 30, 8:30 AM ET — consensus headline +0.4% m/m (3.7% y/y), core +0.3% m/m (3.3-3.4% y/y)
What happened
August PCE released Wednesday Sep 30 at 8:30 AM ET, alongside personal income/spending, the Q2 GDP third estimate, and the BEA's 2026 annual NIPA revisions (which can move historical inflation/spending data). Consensus: headline +0.4% m/m (3.7% y/y), core +0.3% m/m (3.3-3.4% y/y). Goldman cooler on core at 3.17% y/y after methodological revisions. ADP employment due 8:15 AM (+72k expected); Micron earnings after the close the same day; September jobs report Friday Oct 2.
Why it matters & what’s next are part of Pro, along with the audio summary.
Start your free 14-day trialWho’s affected
- Rate-sensitive sectors (utilities, REITs, homebuilders) — relief on a soft print; broad S&P 500 / Nasdaq 100
- Treasury yields and USD on a hot print.