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Sunday Setup

Sunday Setup: quiet September shoulder

Bias: NeutralModels agreement: Strong

Change: Quiet shoulder: CDD fading across models, TDD near the 30-year mean, small Friday shuffle

Shoulder season is in full swing: cooling demand is rolling off, heating is only starting to rebuild, and neither side looks extreme. GEFS and EPS show cooling degree days (CDD) declining through early October, still modestly above the 30-year average.

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