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Economic News

Friday, September 11, 2026

Market Close FNMA 30-year 6.00% MBS 99.93 -13 bps

Next week’s Fed meeting takes center stage, with the probability of a rate hike sitting around 50% has moved much higher to 86.40%.

The inflation data will certainly influence the conversation, but we’ll also be listening closely for something potentially more important for longer-term rates: the balance sheet.

The Fed can directly influence short-term rates, but it has far less control over the 10-year and longer-term yields unless it uses its balance sheet. Will officials acknowledge the sharp rise in longer-term rates? Could they signal a change in balance-sheet policy? And how concerned are they about the tightening in financial conditions already taking place with the rise in long-term yields?

Fed Fund futures are showing a 85.50% chance of 0.25% raise at September 16th meeting.


Economic Calendar

Monday, September 14
• No major economic events scheduled

Tuesday, September 15
• 8:30 AM PT — Empire State Manufacturing Survey
• Time TBA — U.S. Federal Open Market Committee Meeting

Wednesday, September 16
• 8:30 AM PT — Retail Sales
• 8:30 AM PT — Import Prices
• 10:00 AM PT — Manufacturing & Trade: Inventories
• 10:00 AM PT — NAHB Housing Market Index
• 2:00 PM PT — Federal Reserve Economic Projections
• 2:00 PM PT — U.S. Interest Rate Decision

Thursday, September 17
• 8:30 AM PT — Housing Starts
• 8:30 AM PT — Philadelphia Fed Business Outlook Survey
• 8:30 AM PT — Weekly Jobless Claims
• 10:00 AM PT — Pending Home Sales Index, M/M%

Friday, September 18
• 9:15 AM PT — Industrial Production, M/M%
• 9:15 AM PT — Capacity Utilization %
• 10:00 AM PT — Leading Indicators

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Fox Sport Ventura 1590 AM & 97.9 FM KVTA FM
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Saturday Sep 12, 2026 at 9:00 am

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