Industry Perspectives

Next week is where the market has to live with what it heard from the Fed. The first broad activity check arrives Tuesday with S&P Global’s flash PMIs, then Thursday’s weekly claims and Friday’s final Michigan sentiment read test whether softer inflation is translating into durable confidence. Around that, KB Home, GameStop, Chewy, and Paychex add housing, consumer, payroll, and risk-appetite color, while several February Census releases are still delayed, TBD, or suspended after the federal funding lapse.