September 21 (Monday)

Nasdaq 100 and S&P Dow Jones Indices will conduct a quarterly rebalance before the market opens, with SpaceX’s weighting increasing from approximately 1.28% to 2.82%; according to the original source, the S&P 100 will add Palo Alto, Arista, SanDisk, and Dell; the S&P 500 will include Bloom Energy and Illumina; passive funds could trigger volatility in the technology sector;
Goolsbee, a voting member of the FOMC in 2027 and president of the Federal Reserve Bank of Chicago, will deliver a speech (18:30);
He Lifeng will lead a delegation to US-China economic and trade talks (through September 23), while communication on meetings between the two countries’ leaders this year will be maintained; Trump will deliver a keynote speech at a Republican Party fundraising event in New York;
September 22 (Tuesday)

★★★★ Opening of High-Level Week of the 81st session of the UN General Assembly, Trump will meet with Gulf leaders to discuss a postwar plan for Iran and said he is close to making a “serious decision” on escalating strikes against Iran;
Federal Reserve Bank of New York President Williams (22:05) and Fed Vice Chair Jefferson (22:20) will speak at a conference on the US Treasury market; Federal Reserve Bank of Richmond President Barkin will deliver a speech (01:00 Beijing time, 13:00 Eastern Time); the Treasury Department will auction $69 billion of two-year Treasury notes;
Weekly change in ADP employment for the week ending September 5 (20:15) and the Richmond Fed manufacturing activity index for September (22:00) will be released;
AutoZone (AZO) and Thor Industries (THO) will release financial results before the market opens;
The Qualcomm Snapdragon Summit will open, with the launch of TSMC 2nm Snapdragon 8 Elite Gen6 expected;
The new Mac mini and Mac Studio from Apple will officially go on sale;