🐺 The Week Ahead in the Markets

Welcome to the WOLF Financial Newsletter.

Join over 18,000 savvy investors building wealth and mastering advanced investing strategies live on Twitter Spaces. Subscribe below to be part of the action:

WOLF Financial has driven liquidity, user growth, and brand awareness across TradFi and Crypto through marketing, advisory, and partnership services. See more Here.

Markets opened the week with a surge in miners, but attention is quickly turning to Fed speakers, a looming government shutdown, and a packed jobs calendar.

Bitcoin Miners Catch Up

Bitcoin miners are running hot as datacenter demand for compute accelerates. Google signing up with Cipher ($CIFR) sent the stock flying early before it reversed on capital raise headlines, while Iris Energy ($IREN) remains the next big name the market is waiting on.

Who powers the miners?
Canaan designs the chips behind the biggest names in Bitcoin mining. The industry’s top ASIC designer, delivering the performance that drives the future of crypto. You can reach more all about $CAN ( ▲ 0.2% ) on their Investor Relations page

The narrative is clear: miners are no longer just about Bitcoin hash rate. They’re carving out a role in the AI cloud infrastructure trade, turning excess power and capacity into compute rentals. It’s a volatile pivot, but one that keeps the sector front and center.

Fed Speakers All Around

This week is packed with Fed commentary, and Powell’s recent remarks are still echoing. The market wants clarity on the pace of cuts, but it’s unlikely we’ll get a clean answer. Multiple officials are set to speak, and each one could tilt sentiment for a session.

Layer on the looming government shutdown, and policy risk is back in focus. Short-term volatility often feeds on this type of uncertainty, especially with markets stretched near highs and liquidity thinning.

Macro Events: Unemployment and Consumers

The real weight this week comes from the jobs calendar. Unemployment and NFP on Friday will anchor expectations for both the Fed and markets going into October.

Here’s the lineup:

Tuesday
• JOLTS Job Openings (Aug): Est: 7.150M | Prev: 7.181M
• CB Consumer Confidence (Sep): Est: 95.3 | Prev: 97.4

Wednesday
• ADP Nonfarm Employment Change (Sep): Est: 53K | Prev: 54K
• S&P Global Manufacturing PMI (Sep): Est: 52.0 | Prev: 52.0

Thursday
• Initial Jobless Claims: Est: 229K | Prev: 218K

Friday
• Nonfarm Payrolls (Sep): Est: 51K | Prev: 22K
• Unemployment Rate (Sep): Est: 4.3% | Prev: 4.3%

This is the type of week where the market can swing on a single data point, especially with the Fed already signaling a cautious path.

Thanks for reading! Check out more content like this over on my X account.

Have a safe weekend!

Disclaimer: Wolf Financial does NOT offer financial advice. All content provided is strictly for informational purposes. Wolf Financial is not registered as an investment, legal, or tax advisor, nor as a broker/dealer. Please be aware that trading any stock or crypto-related asset carries inherent risks and may lead to substantial capital losses.