Newsquawk Weekly Economic Release 28th September - 2nd October 2026
Newsquawk Staff ·
Monday
- Data: Chinese Industrial Profits
- Events: BoJ Minutes
- Speakers: ECB’s Elderson, Lagarde; BoE’s Ramsden; Fed’s Barkin
- Supply: Australia, Europe
Tuesday
- Data: Spanish Inflation (Sep), Retail Sales (Aug), EZ Economic Sentiment (Sep), US JOLTS (Aug)
- Events: RBA Policy Announcement
- Speakers: RBA’s Bullock; ECB’s Cipollone, Lagarde, Vujcic, Lane; Fed’s Goolsbee, Williams; BoC’s Gravelle
- Supply: Japan, UK, Italy
- Earnings: Micron
Wednesday
- Data: Australian CPI (Aug), Chinese NBS Manufacturing PMI (Sep), German Retail Sales (Aug), French CPI (Sep), German State/National CPI (Sep), Italian CPI (Sep), US PCE Price Index (Aug/Q2), GDP Final (Q2), Atlanta Fed GDP
- Events: Labour Party Annual Conference
- Speakers: ECB’s Elderson, Schnabel; Fed’s Barkin, Cook, Goolsbee, Kashkari
- Supply: Japan, Germany
- Earnings: Accenture, McCormick
Thursday
- Data: Japanese Tankan Survey (Q3), Australian Trade Balance (Aug), Swiss CPI (Sep), US Challenger Job Cuts (Sep), Jobless Claims (Sep/26), ISM Manufacturing PMI (Sep), Atlanta Fed GDP
- Events: BoJ SOO
- Speakers: ECB’s Cipollone, Lagarde, Schnabel; Fed’s Barkin, Logan
- Supply: Spain, France
Friday
- Data: Japanese Tokyo CPI (Sep), EZ HICP (Sep), US NFP (Sep)
- Speakers: ECB’s Cipollone, Vujcic
- Supply: Australia
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What it means
A standard weekly calendar, and a heavy one, with the week building toward the usual month-end and month-start cluster: Chinese official PMIs, flash European inflation prints from the larger economies ahead of the euro-area aggregate, and the US employment report. The typical sequencing pattern applies: national CPIs from Spain, France, Germany and Italy set expectations for the aggregate HICP, which in turn frames ECB commentary that runs unusually dense through the week, with the President appearing repeatedly. On the policy side the RBA decision is the only scheduled rate announcement, so it anchors Tuesday, while BoJ minutes and the Tankan survey bracket the Japanese data flow. In the US the run of ISM manufacturing, JOLTS and jobless claims ahead of payrolls follows the established pattern in which the earlier labour prints set positioning for the headline number, with the employment components of the surveys watched as the informal tell. The dense central-bank speaker list, with multiple Fed and ECB officials across the week, is the kind of slate that historically matters mainly where remarks cluster around a shared theme rather than individually. Beyond that, this is a schedule rather than an event; the note carries no figures, so there is little further to draw from it.
- [MARKET ANALYSIS] The Fed keeps USTs underpinned, EGBs await the ECB, Gilts continue to climb post-budget
- [MARKET ANALYSIS] Crude extends lower as the US remains engaged in temporary peace deal talks with Iran; spot gold slips but holds above USD 4k/oz
- [MARKET ANALYSIS] NQ slumps following disappointing GOOGL earnings; Shell announces its largest buyback
- [MARKET ANALYSIS] DXY off best levels but with an upward bias ahead of US GDP and PCE, EUR awaits ECB, and AUD lags
- EUROPEAN OPEN: Some of BP/ LN board favour breakup; DTE GY delays TMUS merger bid; STM profits up, sales outlook beats; VOW3 GY operating loss; ADS GY raises profit view; ABI BB Q3 volumes rise; GLE FP Q2 net income beats; AIR FP profit beat, sales miss
Related headlines
- UK Net Lending to Individuals (Sep MM) 5.800B vs. Exp. 6.2B (Prev. 6.874B)4 hours ago
- UK Mortgage Lending (Sep) 3.87B vs. Exp. 4.2B (Prev. 4.17B)4 hours ago
- UK BoE Consumer Credit (Sep) 1.914B vs. Exp. 2.2B (Prev. 2.683B)4 hours ago
- UK Mortgage Approvals (Sep) 53.44K vs. Exp. 54K (Prev. 54.81K)4 hours ago
- US President Trump is reportedly seriously considering resuming military strikes against Iran shortly after the US midterms if diplomacy fails, while the US remains engaged in negotiations over a temporary peace deal, Semafor reports4 hours ago
- US House Democrats demand President Trump preserve conversations with Grok and other AI bots, Politico reports citing a letter4 hours ago
- UK M4 Money Supply (Sep MM) 0.1% vs. Exp. 0.3% (Prev. 0.4%)4 hours ago
- EUROPEAN MOVERS: Societe Generale (GLE FP) +3.8%, Shell (SHEL LN) +2.6%, STMicroelectronics (STMPA FP) -2.9%, Lloyds (LLOY LN) -3.4%, TotalEnergies (TTE FP) -4.3%5 hours ago
- Daily US Equity Opening News - GOOG slides on weaker search ads; MSFT up after results; SSNLF falls on weak profit, lack of shareholder return details; NOW plunges on weak subscriptions; MRVL nears acquisition of LITE; EBAY up after earnings/GMV beat5 hours ago
- European Marginal Lending Rate 2.9% (Prev. 2.9%)32 min ago
- European Deposit Facility Rate 2.50% vs. Exp. 2.5% (Prev. 2.50%)32 min ago
- European ECB Interest Rate Decision 2.65% vs. Exp. 2.65% (Prev. 2.65%)32 min ago
- ECB President Lagarde to step down on 7 February 2027, the ECB confirms.3 hours ago
- ECB's Lagarde is reportedly to step down early, on the 7th of February 2027, sources suggest3 hours ago
- Barclays (BARC LN) announces USD 3-parter: 4yr NC3, 6yr NC5 and 11yr NC10 fixed-to-floating, IFR reports51 min ago