The Informationist

The Informationist

The Monday Brief: Last Words Before Fed Blackout Period

Five sets of labor data come this week, ending with payrolls. Then the Fed goes quiet until the meeting.

James Lavish, CFA's avatar
James Lavish, CFA
Aug 31, 2026
∙ Paid

Your Monday compass. What's on my screen, why, and what would change my mind. In your inbox before the open, and four minutes start to finish.


Yesterday we discussed how a Fed Chairman can move the front end of the curve with nothing but words. This week, five sets of labor data will tell us whether the market was right to believe him.

WHAT I’M WATCHING THIS WEEK
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