1. Monday: ① Data: Germany's October IFO Business Climate Index; UK's October CBI Retail Sales Balance; US October Dallas Fed Business Activity Index; China's September Year-to-Date National Power Generation Capacity and National Power Generation Capacity Year-on-Year Rate (To be determined). ② Events: The Fifth Plenary Session of the 20th Central Committee of the Communist Party of China will be held in Beijing from October 26 to 29; Taiwan Stock Exchange and New Zealand Stock Exchange will be closed for one day. ③ Earnings Reports: Hong Kong Stocks - ZTE, WuXi AppTec, CITIC Securities; US Stocks - Verizon.
2. Tuesday: ① Data: US ADP Employment Change (week-to-week) to October 10; September Durable Goods Orders (month-on-month); August FHFA House Price Index (month-on-month); August S&P/CS 20-City Composite Home Price Index (year-on-year, unadjusted); September New Home Sales (annualized); October Conference Board Consumer Confidence Index; October Richmond Fed Manufacturing Index. ② Events: 900 billion yuan of 1-year Medium-term Lending Facility (MLF) maturing; the 2026 Asian Industrial Technology Exhibition to be held from October 27th to 29th at the Shenzhen World Exhibition & Convention Center; Israel to hold general elections.
③ Earnings Reports: Hong Kong stocks - Fosun Pharma, CanSino Biologics; US pre-market stocks - Boeing, Coca-Cola, UPS; US after-market stocks - SK Hynix, Robinhood, NXP Semiconductors.
3. Wednesday:
① Data: US API crude oil inventories for the week ending October 23rd, EIA crude oil inventories for the week ending October 23rd; Australia's September unadjusted CPI year-on-year rate; New Zealand's Reserve Bank of New Zealand interest rate decision to October 28th; Germany's November GfK consumer confidence index; Switzerland's October ZEW investor confidence index; Canada's central bank interest rate decision to October 28th. ② Events: Reserve Bank of Australia Governor Bullock, Deputy Governor Hauser, Assistant Governors Hunt, Jones, and Kent attended a video conference of the Senate Economic Legislation Committee; UK Chancellor of the Exchequer John Healy presented his first annual budget to the UK Parliament; Bank of Canada Governor Macklem and Senior Deputy Governor Rogers held a press conference on monetary policy.
③ Earnings Reports: Hong Kong Stocks - Ping An Insurance, PetroChina; US Stocks Pre-Market - Boston Scientific; US Stocks After-Market - Alphabet, Microsoft. 4. Thursday: ① Data: US Federal Reserve interest rate decision (to October 28); UK Bank of England mortgage approvals (September); Eurozone October industrial sentiment index; Eurozone October economic sentiment index; US initial jobless claims (week ending October 24), September core PCE price index, September personal spending month-on-month, preliminary Q3 annualized GDP growth rate, preliminary Q3 real personal consumption expenditure growth rate, preliminary Q3 core PCE price index annualized growth rate; Eurozone ECB deposit facility rate (to October 29), main refinancing rate; US EIA natural gas storage (week ending October 23). ② Events: A new round of price adjustments for domestic refined oil products will begin; Federal Reserve Chairman Warsh holds a monetary policy press conference; European Central Bank President Lagarde holds a monetary policy press conference; Apple's "Pro and Tell" product experience event; Tencent's 2026 Global Digital Ecosystem Conference is held; ③ Earnings Reports: South Korean stocks - Samsung Electronics; Hong Kong stocks - China Unicom, BYD, InnoLight Technology, GigaDevice, Montage Technology; US pre-market stocks - Merck, Shell, Eli Lilly; US after-hours stocks - Amazon, Intel, SanDisk.
5. Friday: ① Data: Japan's September unemployment rate; France's preliminary Q3 GDP annual rate; UK's October Nationwide House Price Index (MoM); France's preliminary October CPI (MoM); Switzerland's October KOF Leading Economic Indicator; Germany's October seasonally adjusted unemployment figures, October seasonally adjusted unemployment rate, and preliminary Q3 unadjusted GDP annual rate; Eurozone's preliminary Q3 GDP annual rate and September unemployment rate; Canada's August GDP (MoM); US Q3 Labor Cost Index (QQ); Germany's preliminary October CPI (MoM); US October Chicago PMI; Japan's target interest rate until October 30. ② Events: US Secretary of State Marco Rubio chairs the G20 Foreign Ministers' Meeting, ending October 31; the Bank of Japan announces its interest rate decision and economic outlook report, and Governor Kazuo Ueda holds a monetary policy press conference; ③ Earnings Reports: Hong Kong stocks - China Life Insurance, ICBC, China Southern Airlines, Seres, etc.; Japanese stocks - Kioxia's Q2 2026 earnings call. US pre-market stocks - BP, ExxonMobil, Chevron.
6. Saturday: ① Data: US total oil rig count for the week ending October 30; China's official October manufacturing PMI; ② Events: 2028 FOMC voting member and St. Louis Fed President Mussaleem delivers a speech.
7. Sunday: ① Events: North America begins observing winter time; US and Canadian financial market trading hours and economic data release times will be delayed by one hour compared to summer time; seven OPEC+ oil-producing countries hold a monthly meeting to formulate December production policies.
