Week ahead: a packed central-bank calendar and major tech earnings should drive
rates, liquidity and risk appetite. China’s 20th CPC Fifth Plenum meets in
Beijing Oct 26–29; market participants should watch for policy signals. Monday:
Germany IFO and US Dallas Fed business index; Taiwan and New Zealand exchanges
closed — limited regional liquidity; Hong Kong/US earnings include Verizon and
selected HK small-caps. Tuesday: US ADP, durable goods, FHFA house-price data,
Conference Board consumer confidence and Richmond Fed; 900bn yuan 1‑year MLF
matures (PBOC operation watch); Israel holds national election; Boeing,
Coca‑Cola and UPS report premarket; SK Hynix, Robinhood and NXP report after
close. Wednesday: weekly API/EIA crude inventories; Australia CPI; RBNZ rate
decision; Bank of Canada rate decision with Governor MACKLEM press briefing; RBA
officials testify to Senate; UK chancellor unveils his first budget; Alphabet
and Microsoft report after the US close. Thursday: US FOMC decision and KEVIN
WARSH press conference; US advance Q3 GDP, core PCE (inflation), personal
spending and weekly initial claims — all market-moving for pricing of US rates;
ECB decision and LAGARDE press conference; US weekly EIA natural‑gas stocks;
China domestic refined-fuel price window opens; Apple event; Amazon, Intel and
SanDisk report after the close. Friday: BoJ policy decision and Governor Ueda
briefing; US employment‑cost index (Q3) and Chicago PMI; Eurozone and major
European GDP/CPI releases; Canada GDP; major oil majors report premarket (BP,
Exxon, Chevron). Saturday: US rig count; China official manufacturing PMI (Oct).
Sunday: North American clocks roll back one hour (DST end) — US/Canada market
open and data schedules shift; seven OPEC+ producers meet to set December output policy.
