Newsquawk Daily Economic Releases - 17th September 2026

The sequence that has tended to matter is claims first: weekly jobless data have carried outsized weight in periods when the labour market is the swing factor for the Fed path, and housing starts and permits together read on the rate-sensitive segment of the economy, with permits the more forward-looking of the two. An Atlanta Fed GDPNow update reprices growth expectations mechanically rather than through new information, and its market footprint has historically been modest outside of sharp revisions. The President's appearance is the wildcard that has repeatedly overridden scheduled data in this kind of calendar, with tariff and policy remarks capable of moving the dollar, equities and crude irrespective of the prints. Supply from Spain, France and the US lands into a day already carrying a Gilt event, which in past episodes has amplified reception risk at the longer end of the European curves. The tells are the BoE vote split and guidance, any revision in the EU final, and whether Trump speaks before or after the US data window.