The September US stock market faces a pivotal period, with Apple's new CEO taking office alongside the release of several macroeconomic indicators and a series of AI-related events. Apple is expected to unveil new products shortly after the new CEO takes office, while the ADP employment report, ISM Manufacturing Index and JOLTS report are also due in quick succession.
On September 1, Apple will appoint John Ternus as its new CEO, while Tim Cook will change to executive chairman. The company's first major product launch event after the new CEO takes office is scheduled, and the market will be watching closely for the direction of Apple's AI and hardware strategies.
At around 23:00 Japan time on the same day, the US ISM Manufacturing Index for August and JOLTS job openings report for July will be released simultaneously. They could serve as leading indicators influencing the direction of September's macro-driven market. The ADP employment report is confirmed for release on September 2.
The G20 Innovation Ministers' Meeting is scheduled for September 1–2, with NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman among those expected to speak. The focus will be on developing frameworks for AI policy and promoting private investment, and the market is likely to focus not only on the earnings of AI-related companies but also on policy developments.