Week of October 12 - October 16, 2026
September CPI, JPMorgan-led bank earnings, and Warsh at the IMF.
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Friday's S&P 500 closed 7,811.54, just off Tuesday's 7,818.93 record, with the 10-year at 5.24% and October 28 hike odds still near 17 to 20% after last week's 29,000 payrolls print. September CPI on Wednesday is the last major inflation reading before the October 27-28 FOMC: headline is seen at 3.6% year over year from 3.4%, core at 2.5% from 2.4%, as the Hormuz energy impulse hits the September basket. Q3 earnings open Tuesday with JPMorgan, Goldman Sachs, Citigroup, Wells Fargo, UnitedHealth and Johnson & Johnson, then Bank of America, Morgan Stanley, BlackRock and ASML on Wednesday beside the CPI print. Thursday stacks PPI, retail sales, claims and a Columbus Day-delayed EIA crude report, with Chair Kevin Warsh speaking at the IMF meetings in Bangkok overnight into Friday. Monday is Columbus Day: the Treasury market is shut, equities are open, and Canada and Japan are also on holiday.
This calendar is for informational purposes only and does not constitute financial advice. Event times, forecasts, and analysis are based on publicly available data and may change. Always verify with official sources before making trading decisions.