News Bulletin

Tuesday, September 03 2026
Morning Edition

 

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Thursday, September 3, 2026

5:30

Challenger Job Cuts (Aug)

52.881K

 

33.429K

8:21

Challenger Job Cuts (YoY)

 

 

-0.461

9m

Initial Jobless Claims

 

205K

203K

9m

Nonfarm Productivity (QoQ) (Q2)

 

0:20

0.008

9m

Unit Labor Costs (QoQ) (Q2)

 

0:18

0.013

9m

Trade Balance (Jul)

 

-89.40B

-73.30B

9m

Continuing Jobless Claims

 

 

1,778K

9m

Exports (Jul)

 

 

314.70B

9m

Imports (Jul)

 

 

388.00B

9m

Fed Waller Speaks

 

 

 

9m

Jobless Claims 4-Week Avg.

 

 

205.50K

9:45

S&P Global Services PMI (Aug)

 

19:12

54.6

9:45

S&P Global Composite PMI (Aug)

 

0:00

54.5

10:00

ISM Non-Manufacturing Prices (Aug)

 

 

70.3

10:00

ISM Non-Manufacturing PMI (Aug)

 

4:48

54.1

10:00

ISM Non-Manufacturing Employment (Aug)

 

 

47.4

10:00

ISM Non-Manufacturing New Orders (Aug)

 

 

57.2

10:00

ISM Non-Manufacturing Business Activity (Aug)

 

 

59.1

10:30

Natural Gas Storage

 

30B

15B

11:30

Atlanta Fed GDPNow (Q3)

 

1:09

0.048

11:30

4-Week Bill Auction

 

 

0.0365

11:30

8-Week Bill Auction

 

 

0.0367

15:55

Fed Goolsbee Speaks

 

 

 

16:30

Fed's Balance Sheet

 

 

6,731B

16:30

Reserve Balances with Federal Reserve Banks

 

 

2.916T

 

Indices:
 

 

 

CLOSE

50 DMA

200 DMA

DJIA

53,061.51

52,878.73

49,791.15

NASDAQ

26,217.83

25,967.29

24,360.40

S&P 500

7,666.68

7,576.79

7,130.73

 

Earnings Calendar:

Date

Company

Ticker

Actual EPS

EPS Estimate

Actual Revenue ($B)

Revenue Estimate ($B)

Status

09/03/2026

Ciena

CIEN

2.11

1.72

1.67

1.63

Reported

09/03/2026

Victoria's Secret

VSXY

 

0.77

 

1.62

Pending

09/03/2026

Campbell's

CPB

 

0.39

 

2.15

Pending

09/03/2026

Toro

TTC

 

1.3

 

1.19

Pending

09/03/2026

Brady

BRC

 

1.47

 

0.427

Pending

09/03/2026

Lululemon

LULU

 

1.82

 

2.46

Pending

09/03/2026

Zscaler

ZS

 

 

 

0.877

Pending

09/03/2026

Samsara

IOT

 

0.1621

 

0.483

Pending

09/03/2026

Guidewire

GWRE

 

0.9318

 

0.403

Pending

09/03/2026

DocuSign

DOCU

 

1.08

 

0.867

Pending

09/03/2026

UiPath

PATH

 

0.15

 

0.398

Pending

09/03/2026

Planet Labs

PL

 

-0.02

 

0.104

Pending

09/03/2026

Asana

ASAN

 

0.09

 

0.214

Pending

09/03/2026

Ambarella

AMBA

 

0.17

 

0.108

Pending

09/03/2026

Smith & Wesson

SWBI

 

-0.06

 

 

Pending

 

Market News:

·        U.S. stock futures are slightly higher, as lower Treasury yields help offset concerns about Middle East tensions.

 

·        Broadcom (AVGO) is down around 2% pre-market after its Q4 revenue outlook came in below Wall Street expectations.

 

·        Snowflake (SNOW) is up more than 23% pre-market after beating earnings estimates and raising its full-year outlook.

 

·        Campbell's (CPB) is down about 6.7% pre-market after revenue missed expectations, although adjusted EPS matched estimates.

 

·        Tech stocks remain volatile, with investors weighing strong AI earnings against concerns about high valuations and future growth.

 

·        Oil prices remain elevated amid renewed Middle East tensions, creating concerns about inflation and interest rates.

 

·        Gold is rising more than 1%, helped by a weaker U.S. dollar and lower Treasury yields.

 

·        U.S. labor-market data is the main focus today, with investors looking ahead to Friday's monthly jobs report and its implications for Fed policy.

 

·        Treasury yields are lower, supporting growth/technology stocks while markets assess the Fed's next interest-rate move.

 

·        The market is trading cautiously ahead of key U.S. economic data and Fed comments, making today's data releases particularly important for the direction of stocks.

For internal use only