This week, we have banking and the recent rise in government bond yields in focus. Mary Daly, president of the San Francisco Federal Reserve, tells us that the run-up in bond yields means the need for another interest rate hike is “diminished.” But with the September jobs report showing job growth remaining stronger than expected, and the Fed seemingly committed to keep interest rates high, what could that mean for three of the biggest banks, JPMorgan Chase, Wells Fargo and Citigroup, who are set to report earnings this week? And what could it mean for how they handle our money? Then, we’re flying into Delta’s earnings report, also expected this week, with analyst Sheila Kahyaoglu, who covers the stock for the investment bank Jefferies. How is Delta navigating through the rough skies of high fuel and maintenance costs and the recent controversial changes to its Skymiles program, and what does that say about the state of travel and consumer spending? Plus, we’re looking ahead to this week’s release of the new Taylor Swift “Eras Tour” concert movie. The movie industry has problems. Could the record-breaking artist’s film – and a deal to distribute Beyonce’s Renaissance concert movie too – help solve them, and provide AMC shareholders with a blockbuster profit?  

Further Reading

It’s a Good Time to Buy Bonds. Just Know What You’re Getting Into. 

Fed Holds Rates Steady but Pencils In One More Hike This Year 

Costlier Fuel and Labor Cut Into Corporate Profit 

Taylor Swift Concert Film Brings ‘Eras Tour’ to Movie Theaters 

Will Taylor Swift’s ‘Eras Tour’ Become the First $1 Billion Tour? 

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It’s a new month and quarter, and this week, we’re talking about three big pieces of economic news that could impact your money: the September jobs report, the turnover or JOLTS report, and the return of student loan payments. Last month, we saw job gains easing and unemployment ticking higher. Now, as student loan payments resume, economist Danielle DiMartino Booth makes the case that we’re heading for recession. We’re also previewing earnings from Constellation Brands, the company that made Modelo the top selling beer in America, besting Bud Light. Aaron Back, deputy editor for WSJ’s Heard on the Street, explains why that makes Constellation a stock to watch. Plus, ahead of Ford’s monthly sales report, we’re looking at a surprising sticking point in the UAW strike against the Big Three Detroit automakers: stock buybacks and CEO pay.

Further Reading

The Big Employer Still Adding Jobs and Boosting Pay: The Government 

The Job-Market Boom Is Over. Here’s Why and What It Means. 

Job Market Cools but Is Far From Freezing 

Unions Flex Power When Workers Are in Short Supply 

UAW Goes on Strike Against GM, Ford and Stellantis 

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This week, we have our eye on the sneaker giant Nike. The company behind the Lebron 21, Air Force 1 and Air Jordans is expected to report its first quarter earnings, and it comes at a pivotal time. Nike stock is down around 20% year to date, as it faces a glut of inventory and a rash of thefts. Ahead of the holiday shopping season, Barclays analyst Adrienne Yih explains why she thinks it’s time to Just Do It and bet on Nike stock going higher. We’re also adjusting our collars as we gear up for Paris Fashion Week. What does the semiannual designer presentation tell us about how luxury brands are doing in the market? WSJ reporter Nick Kostov will let us know. And with the release of the new movie “Dumb Money” about the GameStop saga, we’re going to talk meme stocks with WSJ’s Gunjan Banerji.

Further Reading

How Nike Sneakers Get Stolen at Every Turn  

Nike Broke Up With Retailers. Now It’s Trying to Win Them Back.  

It’s Not Your Imagination—Shopping in Person Is Getting Worse  

Americans Are Buying Less Bling  

The World’s Richest Person Auditions His Five Children to Run LVMH, the Luxury Empire  

For more coverage of the markets and your investments, head to WSJ.com. 

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This week, the Federal Reserve is gathering to make its latest interest rate decision. The central bank is widely expected to hold rates steady, but the FOMC September meeting will give us a lot of clues about the future of the economy and the direction of the stock market. Former Fed official Vincent Reinhart, now chief economist at Dreyfus and Mellon, talks about how a new approach from the central bank could affect our money. We’ve also got our eyes on FedEx. The shipping giant is expected to report earnings this week, and WSJ reporter Esther Fung is here to explain its recent struggles, how it is competing with UPS and what this means for shareholders. And we’re talking about ESG. It’s one of the most talked-about terms in investing, but what do those letters actually mean? Take a listen to get a better grip on the markets for the week of September 17.

Further Reading

An Important Shift in Fed Officials’ Rate Stance Is Under Way  

Pushing Inflation to Fed Target Will Run Into Tight Labor Market, Researcher Says 

FedEx Quarterly Sales Fall 10% as Shipping Struggles Continue 

Looking for an Alternative to ESG Investing? Here’s One Possibility 

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The market’s next move will be determined by what happens with inflation, and this week, we’re looking ahead to the latest Consumer Price Index inflation report. One of the biggest drivers of inflation right now is housing costs. Chief economist at Zillow, Skylar Olsen, helps break down how the housing and rental markets are contributing to high inflation. Plus, WSJ’s Deputy Editor in Chief Charles Forelle joins to discuss Charles Schwab’s recent financial troubles and what those could mean for retail investors. 

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WSJ’s Take On the Week is a new weekly podcast that looks ahead at the events on the economic and business calendar to explain what they mean for your money and investments. With straightforward analysis and insight from guests who know what matters, this show provides you with what you need to know to take on the week. Episode 1 will be available September 10.

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