U.S. Political, Economic Calendar - Week Ahead

Dow Jones
Sep 29
All dates are in ET Time. 
 
Tuesday, September 29, 2026                                  Exp        Prev 
 ET/GMT 
0855/1255  09/26    Johnson Redbook Retail Sales Index 
                       Ret Sales Mo-to-Date, Y/Y%                       +8.2% 
                       Latest Wk, Y/Y%                                  +7.6% 
0900/1300  Jul      U.S. Monthly House Price Index 
0900/1300  Jul      S&P Cotality Case-Shiller Indices 
                       10-City Idx, M/M%                                +0.52% 
                       10-City Idx, Y/Y%                                +2.94% 
                       20-City Idx, M/M%                                +0.43% 
                       20-City Idx, Y/Y%                     +2.2%      +2.10% 
                       National Idx, M/M%                               +0.37% 
                       National Idx, Y/Y%                               +1.52% 
1000/1400  Sep      Consumer Confidence Index 
                       Cons Conf Idx                         89.0       89.4 
                       Expectation Idx 
                       Present Situation Idx 
1000/1400  Aug      Job Openings & Labor Turnover Survey 
                       Job Openings                          7.2M       7.3M 
1240/1640           Federal Reserve Governor Michael Barr speaks at Detroit 
                    Economic Club 
1300/1700           Federal Reserve Bank of Chicago President Austan Goolsbee 
                    speaks at Illinois Manufacturers' Association event 
1330/1730           Fed speech: St. Louis Fed President Alberto Musalem 
1400/1800           FRB New York President John Williams speaks at University at 
                    Buffalo 
1500/1900  Aug      Agricultural Prices 
                       Farm Prices, M/M%                                -4.1% 
1630/2030           API Weekly Statistical Bulletin 
  N/A               U.S. set to enact ban on Canadian dairy, motorcycle, and 
                    alcohol imports 
 
Wednesday, September 30, 2026                                Exp        Prev 
 ET/GMT 
0700/1100  09/25    MBA Weekly Mortgage Applications Survey 
                       Composite Idx                                    227.3 
                       Composite Idx, W/W%                              -1.5% 
                       Purchase Idx-SA                                  154.9 
                       Purchase Idx-SA, W/W%                            -0.8% 
                       Refinance Idx                                    611 
                       Refinance Idx, W/W%                              -2.6% 
0815/1215  Sep      ADP National Employment Report 
                       Private Sector Jobs, Net Chg          +68000     +38000 
0830/1230  Aug      Advance Economic Indicators Report 
                       Adv Trade Balance in Goods                       -118.8B 
                       Wholesale Inventories                            +1.3% 
                       Retail Inventories                               +0.7% 
0830/1230  Q2       Revised Corporate Profits 
0830/1230  Q2       3rd estimate GDP 
                       Real GDP, Q/Q%                        +1.5%      +1.5% 
                       Chain-Weighted Price Idx, Q/Q%        +6.4%      +6.4% 
                       Corporate Profits, Q/Q% 
                       PCE Price Idx, Q/Q%                              +5.3% 
                       Purchase Price Idx, Q/Q%                         +5.8% 
                       Real Final Sales, Q/Q%                           +4.2% 
                       Core PCE Price Idx, Ex                           +3.6% 
                       Food/Energy, Q/Q% 
                       Personal Consumption, Q/Q%                       +3.4% 
0830/1230  Q2       State Quarterly Personal Income 
0830/1230  Q2       GDP by State 
0830/1230  Aug      Personal Income and Outlays 
                       Personal Income, M/M%                 +0.4%      +0.4% 
                       Consumer Spending, M/M%               +0.8%      +0.2% 
                       PCE Price Idx, M/M%                   +0.3%      +0.2% 
                       PCE Price Idx, Y/Y%                   +3.7%      +3.7% 
                       PCE Core Price Idx, M/M%              +0.3%      +0.2% 
                       PCE Core Price Idx, Y/Y%              +3.3%      +3.3% 
0945/1345  Sep      Chicago Business Barometer - ISM-Chicago Business Survey - 
                    Chicago PMI 
                       PMI-Adj                               52.0       47.1 
1000/1400  Aug      Metropolitan Area Employment and Unemployment 
1000/1400           U.S. Securities and Exchange Commission Open Meeting 
1030/1430  09/25    EIA Weekly Petroleum Status Report 
                       Crude Oil Stocks (Bbl)                           426.398M 
                       Crude Oil Stocks, Net Chg (Bbl)                  +2.969M 
                       Gasoline Stocks (Bbl)                            206.046M 
                       Gasoline Stocks, Net Chg (Bbl)                   -1.686M 
                       Distillate Stocks (Bbl)                          107.431M 
                       Distillate Stocks, Net Chg (Bbl)                 -0.428M 
                       Refinery Usage                                   94.0% 
                       Total Prod Supplied (Bbl/day)                    21.05M 
                       Total Prod Supplied, Net Chg                     -0.205M 
                       (Bbl/day) 
1600/2000           FRB Chicago President Austan Goolsbee speaks at 'Why 
                    Consumers and Economists See Different Economies' discussion 
1900/2300           Fed speech: Minneapolis Fed President Neel Kashkari 
  N/A               U.S. fiscal year ends 
  N/A               G20 Trade Ministers Meeting 
 
Thursday, October 1, 2026                                    Exp        Prev 
 ET/GMT 
0530/0930  Sep      Challenger Job-Cut Report 
                       Job Cuts, M/M%                                   +58% 
0830/1230           U.S. Weekly Export Sales 
0830/1230  09/26    Unemployment Insurance Weekly Claims Report - Initial Claims 
                       Jobless Claims                        200K       197K 
                       Jobless Claims, Net Chg                          -1K 
                       Continuing Claims                                1719000 
                       Continuing Claims, Net Chg                       +2K 
0945/1345  Sep      US Manufacturing PMI 
                       PMI, Mfg                              57.0       53.9 
1000/1400           Fed speech: Fed governor Christopher Waller speech 
1000/1400  Sep      ISM Report On Business Manufacturing PMI 
                       Manufacturing PMI                     54.9       54.6 
                       Prices Idx                                       71.1 
                       Employment Idx                                   51.2 
                       Inventories                                      50.6 
                       New Orders Idx                                   53.7 
                       Production Idx                                   58.3 
1000/1400  Aug      Construction Spending - Construction Put in Place 
                       New Construction                      +0.1%      -0.5% 
                       Residential Construction 
1030/1430  09/25    EIA Weekly Natural Gas Storage Report 
                       Working Gas In Storage (Cbf)                     3351B 
                       Working Gas In Storage, Net Chg                  +53B 
                       (Cbf) 
1100/1500  Sep      Global Manufacturing PMI 
                       PMI, Mfg                                         52.3 
1330/1730           Federal Reserve Vice Chair Philip Jefferson speaks at UVA 
                    Darden School of Business 
1400/1800           U.S. Securities and Exchange Commission Closed Meeting 
1500/1900           Atlantic Council event with Federal Reserve Vice Chair 
                    Michelle Bowman 
1530/1930           Fed speech: Fed governor Lisa Cook 
1600/2000  Sep      Domestic Auto Industry Sales 
1630/2030           Federal Discount Window Borrowings 
1630/2030           Foreign Central Bank Holdings 
  N/A               U.S. fiscal year begins 
 
Friday, October 2, 2026                                      Exp        Prev 
 ET/GMT 
0830/1230  Sep      U.S. Employment Report 
                       Non-Farm Payrolls                     +84K       +162K 
                       Unemployment Rate                     4.1%       4.1% 
                       Avg Hourly Earnings (USD)                        37.75 
                       Avg Hourly Earnings-Net Chg (USD)                +0.1 
                       Avg Hourly Earnings, M/M%             +0.3%      +0.27% 
                       Avg Hourly Earnings, Y/Y%             +3.1%      +3.09% 
                       Overall Workweek                                 34.4 
                       Overall Workweek Net Chg                         +0.1 
                       Government Payrolls                              +35K 
                       Private Payroll                                  +127K 
                       Participation Rate                               61.6% 
                       Non-Farm Payrolls Bench Net Chg 
1000/1400  Aug      Manufacturers' Shipments, Inventories & Orders (M3) 
                       Total Orders, M/M%                    +0.2%      +0.9% 
                       Orders, Ex-Defense, M/M%                         +1.0% 
                       Orders, Ex-Transport, M/M%                       +0.6% 
                       Durable Goods, M/M% 
                       Durable Goods, M/M% 
  N/A               FRB Dallas President Lorie Logan speaks at Workshop on the 
                    Macroeconomic Implications of Migration 
 
Monday, October 5, 2026                                      Exp        Prev 
 ET/GMT 
0945/1345  Sep      US Services PMI 
                       PMI, Services                                    56.5 

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