Weekly U.S. Equity Macro Outlook Key Points (Oct 26 – Oct 30)
2026/10/26 02:06
October 26 (Monday)
- 22:30: U.S. October Dallas Fed Business Activity Index released.
- ★★ Verizon reports earnings pre-market; Cadence Design Systems and Celestica report post-market.
October 27 (Tuesday)
- 20:30: U.S. September Durable Goods Orders MoM (expected 1.5%, prior -0.10%); 22:00: October Conference Board Consumer Confidence (expected 81) and September New Home Sales, among others.
- ★★★ Boeing, Corning, and Coca-Cola report pre-market.
- ★★★ Seagate Technology, Visa, NXP Semiconductors, and Robinhood report post-market.
October 28 (Wednesday)
- 22:30: U.S. EIA crude oil inventories for the week ended Oct 23 (expected draw of 340,000 barrels).
- ★★★★★ Alphabet and Microsoft report post-market; focus on cloud growth and AI spending conversion.
- ★★ GE Vernova and Vertiv report pre-market; ServiceNow, KLA, and Ford report post-market.
October 29 (Thursday)
- ★★★★★ 02:00: Fed rate decision (expected to hold upper bound at 4.00%); 02:30: Chair Warsh press conference.
- ★★★★ 20:30: Q3 GDP annualized advance (expected 3.2%) and September core PCE YoY (expected 3.10%), among other data.
- ★★★★ Amazon, Intel, and SanDisk report post-market; Eli Lilly, Caterpillar, and Merck report pre-market.
October 30 (Friday)
- 20:30: U.S. Q3 Employment Cost Index (expected 0.80%); 21:45: October Chicago PMI (expected 55.5).
- ★★ Exxon Mobil, Chevron, and AbbVie report pre-market.
This week’s core U.S. equity themes center on the Fed decision and Warsh press conference, Q3 GDP and core PCE data, and the peak of mega-cap tech earnings from Alphabet, Microsoft, and Amazon, with elevated market volatility expected.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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