Week of 2026-10-12NYSE briefing · times Europe/Paris
Market Weekly Briefing

Week ahead

Week of 12 Oct 2026: CPI, big-bank earnings and a hawkish Fed

US indexes start the week at or near records (S&P 500 weekly close 7,811.54 on 9 Oct), while bond yields sit near 20-year highs and Brent crude is above $100.

September CPI on Wednesday is the last major inflation print before the Fed's 27-28 Oct meeting, where markets are weighing another hike after September's 25bp increase.

JPMorgan, Goldman, Citi and Wells Fargo open Q3 earnings season on Tuesday.investing.comOpen source ↗fxempire.comOpen source ↗

Mood Records on the headline indexes, narrow breadth, high yields and $100+ oil: little room for an upside inflation surprise.

Charts

AMEX:SPY chart by TradingView
SPDR S&P 500 ETF (SPY), last month Live chart: TradingViewWeek to Fri 9 Oct: +1.2% · Month (from 9 Sep): +2.1%finance.yahoo.comOpen source ↗ Closing prices. The figure in the chart header is the daily change.
AMEX:GLD chart by TradingView
SPDR Gold Shares (GLD), last month Live chart: TradingViewWeek to Fri 9 Oct: +1.2% · Month (from 9 Sep): -4.7%finance.yahoo.comOpen source ↗ Closing prices. The figure in the chart header is the daily change.

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The calendar

Mon 12 Oct

  • All dayMarket
    Columbus Day: US bond market closed, NYSE open as usualtrendandticker.comOpen source ↗

Tue 13 Oct

  • Pre-marketEarnings
    JPMorgan (JPM), Goldman Sachs (GS), Citigroup (C), Wells Fargo (WFC) Q3 resultsinvesting.comOpen source ↗ High impact
    Exact call times not verified

Wed 14 Oct

  • 14:30Data
    US September CPIfxempire.comOpen source ↗ High impact
    Headline ~3.6% y/y (FXEmpire, Cleveland Fed nowcast) / 3.7% (Reuters poll); m/m ~0.6%; core ~2.4-2.5% y/y
  • Pre-marketEarnings
    Bank of America (BAC), Morgan Stanley (MS) Q3 resultsinvesting.comOpen source ↗
  • 20:00Fed
    Fed Beige Booktrendandticker.comOpen source ↗

Thu 15 Oct

  • 08:00Earnings
    TSMC (TSM) Q3 earnings calltrendandticker.comOpen source ↗
    Q3 revenue guide $44.6-45.8B
  • 14:30Data
    US September retail sales + PPIinvesting.comOpen source ↗ High impact
    Retail sales +0.35% m/m; ex autos & gas +0.2%

Fri 16 Oct

  • 05:30Fed
    Fed Chair Kevin Warsh fireside chat with IMF's Georgieva (Bangkok)imf.orgOpen source ↗
    Thu 23:30 ET
  • 14:30Data
    US September import/export pricestrendandticker.comOpen source ↗
  • 15:15Data
    Industrial production & capacity utilisationtrendandticker.comOpen source ↗

Tue 20 Oct

  • 22:01Earnings
    Netflix (NFLX, Nasdaq) Q3 resultsir.netflix.netOpen source ↗

Wed 21 Oct

  • 23:30Earnings
    Tesla (TSLA, Nasdaq) Q3 results webcast (after close)sec.govOpen source ↗

Mon 26 Oct

  • 13:30Earnings
    Verizon (VZ) Q3 webcast (materials 12:00)verizon.comOpen source ↗

Tue 27 Oct

  • 13:30Earnings
    Coca-Cola (KO) Q3 call (results before NYSE open)investors.coca-colacompany.comOpen source ↗
  • 27-28 OctFed
    FOMC meeting begins (decision 28 Oct). see Rate odds for market expectationsca.investing.comOpen source ↗ High impact

Paris time (CEST, ET+6) until 25 Oct; from 26 Oct Paris is ET+5 until US clocks change on 1 Nov. Jobs report date and full Fed-speaker list not verified. One aggregator lists Coca-Cola on 19 Oct; the company says 27 Oct.