Things to Watch: Next 30 Days
Some potential events that we’re tracking closely which could have a market impact in the near future:
- Conflict escalation. News last week that the head of the US CIA went to Moscow to try to talk Russia down from escalating the war, along with the renewed exchange of fire in the Middle East raises the possibility of an outbreak of conflict that could disrupt markets. As an unscheduled event, this is something that is worth planning Rapid Response communications around—with the important considerations being “what will the market impact be?” and “what ideas can we provide that would be helpful?”
- AI Jenga. Another week passed and the tower still stands. But in addition to Dell (9/1), Broadcom (9/2), Snowflake (9/2), and HP (9/2) this week, next week brings a look at Oracle (9/8), which recent analysis suggests is the most wobbly block*—so the risk of less-than-stellar performance and forecasts remains. Consider Rapid Response communications raising concerns in anticipation of earnings or delivering ideas immediately after a bad announcement.* see: https://www.advisorperspectives.com/articles/2026/08/10/hidden-debt-hyperscaler-thesis-wrong
- FOMC meeting. Chair Warsh’s speech at Jackson Hole increased markets’ assessment that a rate hike in September is a possibility. But with the assessment sitting around 50/50 for a hold or an increase, Rapid Response communication planning is needed to identify what might constitute enough of a surprise that markets would react: A hold after the hawkish talk in Jackson Hole? A hike if employment data comes in worse than expected? And then, what are the solutions you can share that align with those reactions?
- Jobs. Signs of darkening consumer outlook and slowing spending didn’t faze markets, but this week’s jobs data (JOLTS on 9/1, ADP on 9/2, Challenger on 9/3, Employment report on 9/4) could. After Warsh’s Jackson Hole speech, expect a steady jobs report to trigger more certainty about a September rates raise, opening the door for Rapid Response communications highlighting the value of active management in a complex macro environment.
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Rapid Response coaching and support from EMI
Interested in attending a half-day workshop to learn about a systematic, scalable approach to creating communications based on the calendar? Or would you prefer a full-service approach and have rapid response communications crafted for you? We can help.
Contact Anthony Nygren, EMI Executive Vice President (617-226-4304).
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EMI has over 30 years of deep domain experience partnering with B2B and B2C clients in highly regulated markets. We bring the disciplined analysis, strategic thinking, and objectivity of a consulting firm together with the creativity, pragmatism, and executional capabilities of a brand-driven marketing agency.
The fact that we have clients who are leaders in their industries and have been with us for decades speaks for itself. We build marketing strategies and execute tactical plans designed to drive more leads, better conversions, and greater customer lifetime value. Our deep understanding of complex businesses and regulated industries allows us to move quickly with minimal handholding and onboarding to quickly deliver value for clients. We get in the trenches and understand each client’s internal structures and processes, their external challenges and opportunities, their objectives and goals. We are extra hands and minds for our clients. We assess any gaps and slot in as part of your team to ensure we connect all the dots, whether those gaps are in strategy, research, analysis, creative, technology, or project management.
About Anthony Nygren
Executive Vice President, Investments Practice
Anthony has 20+ years of experience in marketing strategy, execution, and competitor and market analysis. He is passionate about understanding customer motivation and behavior and finding ways to turn that understanding into more effective sales and marketing strategies. Anthony’s experience spans a broad spectrum of industries, turning data-driven market insights into initiatives that produce top- and bottom-line results.