The Fedspeak schedule is light until the Sept 18 FOMC decision. Just before NFP tomorrow we hear from Evans. Later it’s the hawkish George and on Monday Williams talks. Otherwise, it’s waiting for the latest missives from Hilsenrath.
The latest chatter in markets is about a larger taper — as much as $35 billion — if non-farm payrolls are strong. That kind of talk might get stocks kicking-and-screaming so dollar longs against CAD rather than JPY might be the trade.
