[Key Events and Data Preview This Week: Non-Farm Payrolls, PCE, and a Slew of Speeches by Fed Officials]
1. Monday
① Data: US September Dallas Fed Business Activity Index. ② Events: ECB President Lagarde testifies before the European Parliament's Committee on Economic and Monetary Affairs in a quarterly dialogue; Bank of England Deputy Governor Ramsden speaks on quantitative tightening. ③ Holiday: Taiwan Stock Exchange closed.
2. Tuesday
① Data: Australia's Reserve Bank of Australia interest rate decision (until September 29); Switzerland's September KOF Leading Economic Indicator; UK's August Bank of England Mortgage Approvals; Eurozone's September Industrial Sentiment Index and Economic Sentiment Index; Canada's July GDP (MoM); US July FHFA House Price Index (MoM), US July S&P/CS 20-City Composite Home Price Index (YoY), US August JOLTs Job Openings, US September Conference Board Consumer Confidence Index. ② Events: US President Trump, House Speaker Johnson, and CEOs of several tech companies hold a meeting on artificial intelligence; RBA Governor Bullock holds a monetary policy press conference.
3. Wednesday: ① Data: US API crude oil inventories for the week ending September 25; China's official manufacturing PMI for September; Australia's unadjusted CPI year-on-year rate for August; China's RatingDog manufacturing PMI for September, China's RatingDog services PMI for September; UK's final Q2 GDP year-on-year rate, UK's Q2 current account; France's preliminary September CPI month-on-month rate; Germany's seasonally adjusted unemployment figures for September, Germany's seasonally adjusted unemployment rate for September; Switzerland's ZEW investor confidence index for September; Germany's preliminary September CPI month-on-month rate; US September AD P. Employment Change, US August Core PCE Price Index (YoY), US August Personal Spending (MoM), US Q2 Real GDP Annualized QoQ (Final), US Q2 Real Personal Consumption Expenditures (Final), US Q2 Core PCE Price Index (Final), US August Core PCE Price Index (MoM), US September Chicago PMI, US EIA Crude Oil Inventories for the Week Ending September 25, US EIA Cushing, Oklahoma Crude Oil Inventories for the Week Ending September 25, US EIA Strategic Petroleum Reserves for the Week Ending September 25. ② Events: 2027 FOMC voting member and Chicago Fed President Goolsby speaks; 2028 FOMC voting member and St. Louis Fed President Musaleem speaks at the London School of Economics; FOMC permanent voting member and New York Fed President Williams delivers a keynote speech at the University at Buffalo. ③ Holidays: Shanghai Gold Exchange, Shanghai Futures Exchange, Zhengzhou Commodity Exchange, and Dalian Commodity Exchange have no night trading sessions. 4. Thursday: ① Data: UK September Nationwide House Price Index (MoM); Switzerland September CPI (MoM); Switzerland August Real Retail Sales (YoY); France September Manufacturing PMI (Final); Germany September Manufacturing PMI (Final); Eurozone September Manufacturing PMI (Final); UK September Manufacturing PMI (Final); Eurozone August Unemployment Rate; US September Challenger Job Cuts; US Initial Jobless Claims for the Week Ending September 26; US September S&P Global Manufacturing PMI (Final); US September ISM Manufacturing PMI; US August Construction Spending (MoM); US EIA Natural Gas Storage for the Week Ending September 25. ② Events: 2027 FOMC voting member and Richmond Fed President Barkin delivers a welcoming address at an event; Fed Governor Lisa Cook speaks; 2027 FOMC voting member and Chicago Fed President Goolsby speaks; 2026 FOMC voting member and Minneapolis Fed President Kashkari speaks; the Bank of Japan releases a summary of opinions from its September Monetary Policy Committee meeting; Bank of England Governor Bailey speaks; Richmond Fed President Barkin, Boston Fed President Collins, and Kansas City Fed President Schmid speak; European Central Bank President Lagarde speaks.
③ Holidays: The Hong Kong Stock Exchange will be closed for one day, with northbound and southbound trading suspended; the Shanghai and Shenzhen Stock Exchanges, the Beijing Stock Exchange, and domestic futures exchanges will be closed from October 1st (Thursday) to October 7th (Wednesday).
5. Friday: ① Data: Japan's August unemployment rate; Eurozone's September preliminary CPI year-on-year and month-on-month rates; US September unemployment rate, US September seasonally adjusted non-farm payrolls, US September average hourly earnings year-on-year and month-on-month rates, US August factory orders month-on-month. ② Events: FOMC permanent voting member and New York Fed President Williams will chair a discussion at a central bank seminar hosted by the Fed, with Fed Governor Lisa Cook attending the same discussion; 2026 FOMC voting member and Dallas Fed President Logan will speak; 2026 FOMC voting member and Dallas Fed President Logan will deliver a welcome address at the 5th Annual "Macroeconomic Impacts of Immigration Seminar". ③ Holidays: The National Stock Exchange of India will be closed; the Hong Kong Stock Exchange will be open as usual, but northbound and southbound trading will be closed; the Shanghai and Shenzhen Stock Exchanges, the Beijing Stock Exchange, and domestic futures exchanges will be closed.
6. Saturday: ① Data: US total oil rig count for the week ending October 2. 7. Sunday: ① Events: OPEC+ seven oil-producing countries hold monthly oil policy meeting; Australia begins daylight saving time, and its financial market trading hours and economic data release times will be one hour earlier than standard time.
