The week begins with the release of US August CPI on September 11, 2026, a key read on inflation that will shape the Fed’s policy flexibility and influence moves in the dollar, Treasuries, gold, and equities.

Mid-month, on September 15, 2026, China publishes its August economic data, including industrial production, retail sales, fixed-asset investment, and property trends, signaling the health of the world’s second-largest economy and potential spillovers to commodities and Asian markets.

The European Central Bank meets on September 10, 2026 to decide policy, with focus on the deposit rate and guidance, impacting the euro, the dollar index, European yields, and global risk sentiment.

On September 16, 2026, the Federal Reserve releases its rate decision, accompanied by a policy statement, dot plot, and updated projections, with broad implications for interest-rate expectations, the dollar, and global markets.

Closing the first half of the month, the US jobs report for August comes out on September 4, 2026, with potential implications for Fed policy expectations, bond yields, the US dollar, and rate-sensitive tech stocks.