Goldman Sachs Sell-side卖方

US Week Ahead September 21 September 27

Sep 21, 20266 pages页

From the report报告摘录Services PMI Miss & Inflation Risks: Preliminary S&P Global US Services PMI at 53.5 (vs. 0 consensus) signals weak sector; Fed Governor Barr cites persistent core non-housing services inflation and risks from tariffs…

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Economics Research 20 September 2026 | 8:03PM EDT

US Week Ahead: September 21 - September 27

The key economic data release this week is the durable goods report on Friday. There are Jan Hatzius | many speaking engagements with Fed officials this week, including events with Governor Goldman Sachs & Co. LLC

Barr on Wednesday, President Paulson on Thursday, President Hammack on Thursday and David Mericle | Friday, and President Williams on Tuesday, Thursday, and Friday. Goldman Sachs & Co. LLC

Alec Phillips Monday, September 21 | Goldman Sachs & Co. LLC There are no major economic data releases scheduled. Ronnie Walker | 06:30 AM Chicago Fed President Goolsbee (FOMC non-voter) speaks Goldman Sachs & Co. LLC

Pierfrancesco Mei Chicago Fed President Austan Goolsbee will speak about monetary policy at the | Official Monetary and Financial Institutions Forum in London. Speech text and Q&A Goldman Sachs & Co. LLC are expected. On August 28, Goolsbee said, “As I look at the inflation data, we were Jessica Rindels above the target, then it was going the wrong way, then we got a couple of months of | more benign readings but that certainly doesn’t feel like we’re out of the woods.” Goldman Sachs & Co. LLC

Abhay Duggirala | Tuesday, September 22 Goldman Sachs & Co. LLC

There are no major economic data releases scheduled.

10:05 AM New York Fed President Williams speaks

New York Fed President John Williams will give keynote remarks during the New York Fed’s Treasury Market Conference. Speech text is expected. On September 2, Williams explained that “we are neither seeing second-round effects, nor unusual broadening of the effects of higher energy prices, and we are seeing well anchored inflation expectations,” though his comments came prior to September’s warmer CPI print.

10:20 AM Fed Vice Chair Philip Jefferson speaks

Fed Vice Chair Philip Jefferson will speak at the New York Fed’s Treasury Market Conference on discount window modernization and Treasury market functioning. Speech text is expected.

01:00 PM Richmond Fed President Barkin (FOMC non-voter) speaks

Richmond Fed President Tom Barkin will deliver a speech to the CFA Society Baltimore. Speech text and Q&A are expected.

Wednesday, September 23 09:45 AM S&P Global US manufacturing PMI, September preliminary (consensus

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to

S&P Global US services PMI, September preliminary (consensus 56.0, last 56.5)

10:05 AM Fed Governor Barr speaks

Fed Governor Michael Barr will speak on housing at the Chicago Fed Community Development Summit. Speech text and Q&A are expected. On September 1, Barr said, “A series of shocks—from tariffs and then the conflict in the Middle East, as well as from the rapid AI buildout—has pushed us off course. And core non-housing services inflation remains elevated.” He also added that “with inflation above target for a protracted period, there is a risk of broader price pressures taking hold, a risk I am watching closely.”

Thursday, September 24 04:10 AM New York Fed President Williams speaks

New York Fed President John Williams will participate in a moderated discussion during the London Macro Policy Forum. Q&A is expected.

08:00 AM Richmond Fed President Barkin (FOMC non-voter) speaks

Richmond Fed President Tom Barkin will participate in a fireside chat at The Economic Club of Washington D.C. Q&A is expected.

08:30 AM Initial jobless claims, week ended September 19 (GS 200k, consensus 200k, last 196k)

Continuing jobless claims, week ended September 12 (consensus 1,750k, last 1,730k)

08:50 AM Cleveland Fed President Hammack (FOMC voter) speaks

Cleveland Fed President Beth Hammack will give opening remarks at the Inflation: Drivers and Dynamics Conference hosted by the Cleveland Fed and the European Central Bank. Speech text is expected. On September 4, Hammack stated, “Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high—and the longer it stays above our objective, the harder it will be to bring it back down…Right now, what I’m hearing is…

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