Overview: China A-share exchanges (Shanghai, Shenzhen, Beijing) and domestic
futures markets will be closed Oct.1–7 for National Day; Hong Kong Stock
Exchange closed Oct.1 with north/southbound trading suspended; Taiwan market
closed Monday; India NSE closed Friday. Major market drivers next week include
US nonfarm payrolls and core PCE, a packed Fed speaker schedule, the RBA rate
decision and an OPEC+ meeting Sunday. Monday: Dallas Fed business index; ECB
president Lagarde testifies to European Parliament; BOE deputy Ramsden speaks on
QT. Tuesday: Reserve Bank of Australia policy decision and Bullock’s press
conference; Swiss KOF, UK mortgage approvals and assorted euro‑zone
industrial/confidence reads; US AI meeting of Trump, Speaker Johnson and tech
CEOs. Wednesday: US ADP, core PCE (Aug) and final Q2 GDP/PCE releases, Chicago
PMI and weekly API/EIA crude stocks; China Sep official manufacturing PMI and
RatingDog PMIs; Australia Aug CPI; Fed speakers including Chicago Fed’s Goolsbee
and New York Fed’s Williams. Thursday: US ISM manufacturing and weekly initial
jobless claims, final US manufacturing PMIs; UK, German and euro‑zone final
manufacturing PMIs and euro‑zone unemployment; BOE governor Bailey and ECB
president Lagarde speak; BOJ releases Sep meeting minutes; multiple Fed speakers
including Barkin and Cook. Friday: US Sep payrolls, unemployment rate and
average hourly earnings, Aug factory orders; euro‑zone Sep CPI preliminary;
Williams and Fed Governor Cook attend a Fed symposium; Dallas Fed’s Logan
speaks. Weekend: OPEC+ monthly oil policy meeting on Sunday; Australia begins
daylight saving, advancing market hours by one hour.
