July NFP and the September Rate Cut: What This Week Decides
The Federal Reserve's September meeting is nine weeks away, and the week of August 3-7 will do more to shape the outcome than any other stretch of calendar between now and Labor Day. Friday's July nonfarm payrolls report is the centerpiece, but the sequence of data releases starting Monday means investors cannot look away until the weekend. Key Takeaways July Nonfarm Payrolls on Friday carry a consensus of +88K; a second consecutive weak print at or below that level would effectively lock in a September 16-17 Fed rate cut. A surprise beat above 120K-150K would reopen the "hold" debate and lift the 2-year Treasury yield. AMD reports Q2 earnings Tuesday after close with consensus Revenue of $1…
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