Week Ahead
The week ahead: bank earnings, inflation data and Fed speakers
What to watch from Monday, October 12 through Friday, October 16: earnings, economic reports, Fed speakers and other scheduled events.
Week Ahead · Sunday, October 11, 2026 · 6:15 PM ET
Big bank earnings, the September inflation report and a string of Fed speeches fill the week of Monday, October 12 through Friday, October 16. Here is what is scheduled, day by day, with the source for each item. All times are Eastern. Where only one source confirmed an item, we say so.
Where things stand going in
The S&P 500 closed Friday at 7,811.54 (AP, as tabulated by AlphaEdge), and the 10-year Treasury par yield was 5.24% (Treasury data, per AlphaEdge). See our Friday Dusk Ledger and our story on Treasury yields near a 24-year high. Consumer inflation expectations rose in the latest Michigan survey: read our story.
Monday, October 12
| Time (ET) | Event |
|---|---|
| All day | Columbus Day. NYSE and Nasdaq are open. The Securities Industry and Financial Markets Association recommended a full close of US bond trading, and Treasury futures trade (Trend & Ticker, Yahoo Finance, investingLive, Newsquawk). Expect thinner trading with no cash Treasury market as a reference. |
| All day | The S&P 500 bull market turns four. October 12 marks four years since the index's closing low. See our story. |
| 12:50 PM | Fed's Hammack speaks (Bent Pine Capital lists the time; Newsquawk lists her for Monday). |
| 10:00 PM | IMF World Economic Outlook release (per Bent Pine Capital). The IMF and World Bank annual meetings run in Bangkok all week (Saxo). |
Tuesday, October 13
The busiest earnings morning of the week. All of these report before the open:
| Company | Details |
|---|---|
| JPMorgan Chase | Results about 7:00 AM, call 8:30 AM (CNBC, AlphaEdge). Reuters reports the bank expects investment banking fees and trading revenue to rise by a "mid-to-high teens" percentage. CNBC, citing Bespoke Investment Group, notes JPMorgan has beaten estimates 82% of the time, though its shares fell after four of the last five reports. |
| Goldman Sachs | Results about 7:30 AM, call 9:30 AM (AlphaEdge, CNBC). CNBC notes Goldman has topped expectations for 12 straight quarters. |
| Citigroup | Premarket, call 11:00 AM (CNBC). |
| Wells Fargo | Before the open (Reuters, CNBC, Newsquawk). |
| UnitedHealth | Before the open, call 8:00 AM (MarketBeat, Trend & Ticker). |
| Johnson & Johnson, Domino's | Before the open (Newsquawk, Bent Pine Capital, El Fondo). |
Reuters says investors want to see how higher rates are affecting dealmaking, trading and funding costs. It reports that Bank of America expects investment banking fees to fall by at least 10% in the quarter.
| Time (ET) | Event |
|---|---|
| 3:45 AM | Fed Governor Christopher Waller speaks on AI at the Bloomberg New Economy Forum in New Delhi (Federal Reserve schedule). See our story on his recent rate comments. |
| 8:15 AM | ADP weekly employment change (Newsquawk, Bent Pine Capital). |
| 10:00 AM | September existing-home sales (Newsquawk, Bent Pine Capital, AlphaEdge). |
| 11:30 AM, 1:00 PM | Treasury auctions of $95 billion in 13-week bills and $82 billion in 26-week bills at 11:30 AM, and $95 billion in 6-week bills at 1:00 PM (auction sizes from DYAX; times from per Bent Pine Capital). |
| 1:00 PM, 4:00 PM | Fed's Barkin (per Bent Pine Capital) and Collins (Bent Pine Capital, Newsquawk) speak. |
| Morning | OPEC monthly oil market report (Newsquawk, Bent Pine Capital). BP third-quarter trading update (Saxo, Sharecast). NFIB small business index at 6:00 AM (per Bent Pine Capital). An Apple smart-home product event is also reported for Tuesday (per Seeking Alpha). |
Wednesday, October 14
| Time (ET) | Event |
|---|---|
| 8:30 AM | September Consumer Price Index (Bureau of Labor Statistics release schedule). This is the week's main economic report. Forecasts differ by source and are not official. The Cleveland Fed's nowcast, as reported by Saxo, is +0.5% on the month and 3.6% over 12 months, with core at +0.2% and 2.4%. AlphaEdge, citing MarketWatch, lists +0.6% and 3.7% for the headline and +0.2% and 2.5% for core, against 3.4% and 2.4% last month. Seeking Alpha says economists expect core inflation of 2.4%. Trend & Ticker reports gasoline averaged $4.36 a gallon in September, up 7.3% from August (per Trend & Ticker). |
| Before the open | Bank of America (results about 6:45 AM, call 8:30 AM) and Morgan Stanley (about 7:30 AM, call 9:30 AM), as reported by Trend & Ticker citing the companies; the day is confirmed by CNBC and Reuters. Also BlackRock, Progressive, State Street and Fastenal (Newsquawk, Bent Pine Capital). ASML reports before the market opens (MarketBeat, Saxo, Newsquawk). New to ASML? Read our explainer. |
| 2:00 PM | Fed Beige Book, the survey of regional business conditions (Trend & Ticker, Bent Pine Capital, Forex Trading Community). |
| 5:40 AM, 10:55 PM | Fed Vice Chair Michelle Bowman speaks in Bangkok at 5:40 AM and gives a virtual speech at 10:55 PM (Federal Reserve schedule). Barkin speaks again at 1:30 PM (per Bent Pine Capital). |
| Morning | IEA monthly oil market report (Newsquawk, Bent Pine Capital). |
Thursday, October 15
| Time (ET) | Event |
|---|---|
| 2:00 AM | TSMC earnings call (2:00 PM Taiwan time), per Trend & Ticker, citing the company, and Silicon Ledger. AlphaEdge notes TSMC's September sales are already public and its prior gross margin guidance was 65% to 67%, so margins and guidance are the new information (per AlphaEdge). |
| 8:30 AM | September Producer Price Index (Bureau of Labor Statistics) and September retail sales (Trend & Ticker, Newsquawk, Bent Pine Capital, WhenDoMarketsOpen). Also weekly jobless claims (prior week 197,000, per AlphaEdge) and the Empire State and Philadelphia Fed manufacturing surveys (Bent Pine Capital, AlphaEdge). AlphaEdge, citing MarketWatch, lists forecasts of +0.6% for PPI, +0.4% for retail sales and 202,000 for claims. |
| Before the open | Charles Schwab, Prologis, BNY, U.S. Bancorp and PNC (Bent Pine Capital, El Fondo; Newsquawk lists Schwab). Alcoa also reports (Newsquawk, El Fondo). |
| 4:30 PM | Fed's Hammack speaks again (Bent Pine Capital, Newsquawk). |
| 11:30 PM | Fed Chair Kevin Warsh in a fireside chat with IMF Managing Director Kristalina Georgieva in Bangkok (Federal Reserve schedule). That is 10:30 AM Friday in Bangkok, so some outlets, including Saxo, call it a Friday event. |
| Time not set | Tesla's second-generation Roadster unveiling in Waco, Texas, rescheduled because of weather (Saxo, Seeking Alpha, So Basically, Jingletree). As of October 8, So Basically reported no start time and no confirmed livestream. |
Friday, October 16
| Time (ET) | Event |
|---|---|
| 8:30 AM | September import and export prices (Bureau of Labor Statistics). |
| 9:15 AM | September industrial production and capacity utilization (Trend & Ticker, Bent Pine Capital, Newsquawk). |
| Before the open | Travelers, Truist, M&T Bank, Citizens Financial and Regions (per Bent Pine Capital). |
What to watch
- Does core inflation cool? Wednesday's CPI is the week's main test, and forecasts differ (see above).
- How banks talk about higher rates. Reuters says analysts will look at dealmaking, lending and funding costs.
- AI chip demand. ASML and TSMC report days after the OpenAI revenue scare. See our OpenAI story.
- Oil and the Gulf. Oil has been swinging on Iran headlines. See our oil story.
Forecasts for CPI, PPI, retail sales and claims are not official, so we show each with its source. Schedules can change, so check the company or agency page before you act.