OK, my totally unfounded speculation for next Wednesday:
Start with Tim telling us about the latest 'amazing' big round number the company has achieved - possibly billions paid out to app developers.
After the usual warmup, cut to a video on the new store refurbishments, and bring Angela on stage to sell them.
Next we need a small product slot that people aren't looking for, so I call the Apple TV, or at last the release of the new tvOS, as apps are the future of TV.
Moving on we can get onto the main product - the new watch bands! Naturally to accompany the new watch!
New Apple Watch 2 running watchOS 3 is so much faster and smoother than the original watch running watchOS 2. Then look at all the new things you can do with an untethered watch, and the new OS. Somewhere in here, a big pitch for Apple health. Finally, we are releasing watchOS 3, with some small print that not all features are available on the old watch (if it needs GPS etc.)
Finally, around the 35 minute mark, bring out the video of obscure angles totally failing to reveal the new phone until Tim holds is up. Bring on Phil to talk about all the wonderful things the new phone can do, and the amazing way it is built. Eventually hand over to Craig to demo all the new iOS features that show off the new phone in the best light. Finally announce the immediate release of iOS 10, for iPhone and also for iPad (the only mention it gets in the event).
Bring on the band, and close.
No mention of macs at all.
Hopefully, with no iPad launch, no pushing the iPad as the ultimate computer (but I wouldn't be surprised).
I suspect this is similar to what all but the most cynical or optimistic on this thread are expecting, but happy to hear where you all think I went wrong