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France is facing a major wave of domestic unrest driven by student-led protests across high schools and universities. The Beginning. The movement ignited in mid-September over systemic issues within the public education system. Students cited chronic teacher shortages, severely overcrowded classrooms, deteriorating infrastructure, and frustrations with overloaded academic schedules and university admissions platforms. What began as local walkouts and grievances in Paris rapidly metastasized into a nationwide youth mobilization via social media. The Escalation. By late September & early October, demonstrations evolved into systematic school blockades. Over 1,000 - 1,200 high schools and multiple major university campuses (including the Sorbonne and regional universities in Lyon, Rennes,
📅 Four trading days this week, three of them carry inflation data. Labor Day closes markets Monday. Thursday stacks PPI before the open with Oracle and Adobe earnings after the close. Friday brings August CPI at 8:30am ET, the last full inflation read before the Fed's September 16 decision. The mechanics: PPI measures wholesale prices, so a hot print gives an early tell on where CPI lands the next morning. Together they're a two-day inflation stress test squeezed into one week, right before Chair Kevin Warsh and the FOMC meet. CME FedWatch currently prices 59% odds of a 25bp hike, up from a near coin flip three weeks ago. Oracle and Adobe reporting the same night matters beyond earnings season noise. They're proxies for opposite ends of the AI trade, infrastructure buildout versus software
France is facing a major wave of domestic unrest driven by student-led protests across high schools and universities. The Beginning. The movement ignited in mid-September over systemic issues within the public education system. Students cited chronic teacher shortages, severely overcrowded classrooms, deteriorating infrastructure, and frustrations with overloaded academic schedules and university admissions platforms. What began as local walkouts and grievances in Paris rapidly metastasized into a nationwide youth mobilization via social media. The Escalation. By late September & early October, demonstrations evolved into systematic school blockades. Over 1,000 - 1,200 high schools and multiple major university campuses (including the Sorbonne and regional universities in Lyon, Rennes,
📅 Four trading days this week, three of them carry inflation data. Labor Day closes markets Monday. Thursday stacks PPI before the open with Oracle and Adobe earnings after the close. Friday brings August CPI at 8:30am ET, the last full inflation read before the Fed's September 16 decision. The mechanics: PPI measures wholesale prices, so a hot print gives an early tell on where CPI lands the next morning. Together they're a two-day inflation stress test squeezed into one week, right before Chair Kevin Warsh and the FOMC meet. CME FedWatch currently prices 59% odds of a 25bp hike, up from a near coin flip three weeks ago. Oracle and Adobe reporting the same night matters beyond earnings season noise. They're proxies for opposite ends of the AI trade, infrastructure buildout versus software