| Time | Indicator/Event | Comment |
|---|---|---|
| 09:00 | S&P Cotality Case-Shiller HPI | Small increase likely in April |
| 09:00 | FHFA house price index | Small increase likely in April |
| 09:45 | MNI Chicago Business Barometer | Partial reversal of last month's jump |
| 10:00 | JOLTS openings | The April spike should be largely reversed |
| 10:00 | Consumer confidence | The June reading may be little changed from May |
| 11:00 | 4-, 8- and 17-wk bill announcement | Increases expected |
| 11:00 | Treasury buyback announcement (liq support) | Nominal coupons 10Y to 20Y |
| 11:30 | 6-wk bill auction | $80 billion offering |
Treasury Highlights for Tuesday, June 30, 2026
Economic Indicator Preview for Wednesday, July 1, 2026
The June ADP employment report is scheduled to come out at 8:15 this morning. The June ISM manufacturing survey and the May construction spending report will both be released at 10:00. June auto sales results will come out over the course of the day.
This week’s newsletter contains a quick update on the July upswing in bill supplies, which got off to a slightly earlier and slightly stronger start than we expected. We also include an update on tariff refund processing, which picked up unexpectedly at the end of last week and may remain strong over the course of the coming month. Finally, for the benefit of Fed-data trivia buffs, we look at the spike in other deposits at the New York Fed last week.
