What to Watch in the Day Ahead - Tuesday, October 6

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Federal Reserve Bank of New York President John Williams will moderate a discussion at the 2026 Governance & Culture Reform Conference by the bank (0905/1305). Meanwhile, Federal Reserve Vice Chair for Supervision Michelle Bowman is scheduled to speak on "Modernizing Regulation and Supervision" at the 2026 Community Banking Research Conference at the Federal Reserve Bank of St. Louis (1045/1445). Kansas City Fed President Jeffrey Schmid will speak on "The Federal Reserve, Monetary Policy, and Rural and Agricultural Development" at a fireside chat before the Enid Regional Development Alliance Luncheon (1315/1715). Meanwhile, Dallas Fed President Lorie Logan is scheduled to moderate a "Global Perspectives" question-and-answer session,(1900/2300).

On the economic front, the US Census Bureau expected to report that trade deficit for August widened to $102 billion from $88.6 billion previously.

At its investor day, Marvell Technology is expected to provide updated long-term financial targets, with Wall Street focused on whether the company raises its custom-chip revenue outlook following last month's deal with Google that could generate up to $120 billion in revenue through fiscal 2033.

Constellation Brands will report second-quarter results, with investors watching for comments on fiscal outlook, beer demand, as well as its wine and spirits business.

Lamb Weston is expected to report first-quarter results, with investors focused on whether weak quick-service restaurant traffic weighs on demand for its frozen potato products. They will also look for management's views on inflation-driven shifts in consumer spending, changing dietary preferences, macroeconomic uncertainty and any updates to the company's full-year outlook.

On the Canadian monitor, trade balance figures for August are scheduled for release, with the surplus forecast to widen to C$1.55 billion from C$0.77 billion in July. The Ivey PMI is also expected for September.

In Latin America, Brazil's MDIC is scheduled to report trade balance data for September, with the surplus narrowing to $7.191 billion from $7.394 billion previously. Separately, Mexico's consumer confidence data for September is also due.

(Compiled by Rahul Raj in Bengaluru ; Edited by Diti Pujara)