Core Insights - Morgan Stanley analysts predict that the U.S. non-farm payroll data for September may be released approximately three business days after the end of the government shutdown [1] - Most other key monthly indicators are expected to be published one to two weeks later [1] - Due to disruptions in data collection, the release of October data may take longer and might not be available before the December Federal Open Market Committee meeting [1] - However, the firm's economists believe that the Federal Reserve will have sufficient data to justify another interest rate cut [1]

Core Viewpoint - The potential limited influence of Milan on the US dollar due to his late participation in the Federal Open Market Committee (FOMC) meetings [1] Group 1 - Aroop Chatterjee from Wells Fargo indicates that Milan may not start attending FOMC meetings until December, which could restrict his impact on the US dollar [1] - Milan is expected to only attend two FOMC meetings before the end of his term, given the current Senate recess until September [1] - Even with expedited Senate action, attending the December FOMC meeting appears more feasible than attending in September or October [1]

Group 1 - The Federal Open Market Committee meeting is scheduled to begin at 9 AM local time on Tuesday [1]

Core Viewpoint - The Federal Reserve's Federal Open Market Committee meeting is scheduled to begin on Tuesday at 8:30 AM [1] Group 1 - The meeting is part of the Federal Reserve's regular schedule [1]