Agency calendar retrievedSep8: G19 ConsumerCredit Sep8 15ET; calendar statistical release times approximate. Future release, no actual surprise measured.
https://www.federalreserve.gov/newsevents/2026-september.htm
Sep8 consumer expectations calendar
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: SurveyConsumerExpectations Sep8 11ET. Future release; no actual data or surprise yet.
https://www.newyorkfed.org/research/calendars/i-sep26.html
Sep9 compensation calendar and excluded CPI/PPI dates
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: Sep9 10ETEmployerCostsforEmployeeCompensation forJune2026; Sep10 08:30ETPPI,Sep11 08:30ETCPI. ECEC is not ECI and noSep8/9CPI/PPI inferred.
https://www.bls.gov/schedule/2026/
Sep8 QFR and Sep9 services calendar
Supply chain2026-09-08 08:05
Agency calendar retrievedSep8: Sep8 10ETQ2QFR manufacturing/mining/wholesale/selectedservices plusretail; Sep9 10ETQ2ServicesSurvey. Release times separate from12:30ET research reviews. Same-vintage comparison and QFRmethodology required.
https://www.census.gov/economic-indicators/calendar-listview.html
ASPI Capital Markets Day timing reverified
Supply chain2026-09-08 08:05
July28 issuer retrievedSep8 08UTC: Sep8 presentation/Q&A10–12:30ET, materials atstart. Existingmonitor43 at16:30UTC appropriate end review; presentation not promised helium shipments. Require acceptedpurity/throughput, deliveredcash and funding before revising thesis.
https://ir.aspisotopes.com/news-events/press-releases/detail/112/asp-isotopes-to-hold-capital-markets-day-on-september-8
Middle East and India current operational constraints = 72
Supply chain2026-09-08 08:05
Carrier updateSep3 2026, week36: Colombo48–72h expected delays/ITTpendency53kTEU; NhavaSheva90%+ yard/48h delay; Salalah73% yard/36h; JebelAli adhoc vessels only; Dammam/UmmQasr no delays case-by-case. Close operational source; different geography/period thanJulyAsia index, not contradiction. Paid rents unspecified.
https://www.hapag-lloyd.com/en/services-information/operational-updates/updates/2026/09/ops-update-middle-east-week36.html
Carrier East Asia disruption notice
Supply chain2026-09-08 08:05
CarrierSep4 2026 reports typhoon-related flooding, congestion and schedule constraints; mitigation expected over coming weeks. Operationally close but markets network reliability. Its quantitative14ports reference traces to JulySeaIntelligence data; no paid incrementalMATX freight, September port closure duration or independentMATX ontime data supplied.
https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
Asian reliability data period traced to July = 56.4
Supply chain2026-09-08 08:05
Research provider Sep2 2026 original measurement coveringJuly: global ontime56.4%,-6.1ppMoM; late-arrival delay6.06days,+.59; Shanghai21%,-19.2pp;14majorAsia ports all declined. MaerskSep4 repeats this source, not independent corroboration or measurement of lateAugust typhoons. Full sample vessel counts not public here.
https://sea-intelligence.com/press-room/406-sharp-reliability-drop-from-asian-port-congestion
MATX Annual concentration and supplier dependencies = 19
Supply chain2026-09-08 08:05
FiledFeb27 2026 for2025. FullHTML retrieved364504 textchars after CLI60000 cap; Item1A throughItem1B present. Top10 OceanTransportation customers approximately19% revenue (HTML spacing '1 9'). Key terminal/rail/truck/agent/ocean vendors essential; no vendor percentage established. PhillyShipyard three3400TEU vessels expectedQ1/Q3 2027,Q2 2028. Fuel surcharge timing, port access, JonesAct and foreign policy risks. Risk statements identify exposure, not actual outage.
https://www.sec.gov/Archives/edgar/data/3453/000110465926020944/matx-20251231x10k.htm
MATX Logistics pass-through and terminal counterevidence = 7.4
Supply chain2026-09-08 08:05
Aug3 issuer, Q2 2026: Logistics revenue202m vs154.9m (+30.4%); operating income14.9m vs14.4m (+3.5%); margin7.4% vs9.3%. H1 SSAT contribution9.8m vs13.9m due lower lifts. Higher transport revenue does not establish margin expansion across chain.
https://investor.matson.com/news-releases/news-release-details/matson-inc-announces-second-quarter-2026-results-and-raises-full
MATX Q2 operating results and peak capacity baseline = 158.9
Supply chain2026-09-08 08:05
Issuer Aug3 2026 covering Q2 June30 and H2 outlook; close to operations but promotional. Consolidated revenue969.4m vs830.5m, operating income158.9m vs113m, EPS4.27 vs2.92. China volume+15.2% YoY versus tariff-depressed Q2 2025; near-full peak capacity expected. Q3 ocean operating income forecast+45% YoY, Q4 modestly lower. Fuel recovery expected by yearend, not immediate. Preannounced July15, not Sep8 surprise.
https://investor.matson.com/news-releases/news-release-details/matson-inc-announces-second-quarter-2026-results-and-raises-full