Burnham declares end of Thatcherism. Micron earnings on tap.

Markets stayed calm on September 30 despite a consumer confidence crash and widening credit spreads, with all eyes on Friday's US jobs data.

• Consumer confidence craters: US September Conference Board present situation fell from a revised 117.2 to 109.3, expectations dropped to 63.6 from 68.2, worst since roughly 2013-2014.
• Fed signals mixed: NY Fed's Williams gave dovish-sounding forward guidance (no urgency to hike), while Fed Chair Warsh floated one more hike this year; October odds sit near 50-50.

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