Economic Calendar for the Week of October 4th, 2025
Editorial Note: Most U.S. government data is prepped and distributed by government employees. Under the current shutdown, it is reasonable to expect that our calendar will be off due to furloughs. We’ll do our best!
Last week in CO: Satya Delegatates … Choose. Your. Regulator! … Wealthfront is Going Public 🚀 … AI Revenue Worries …
Weekend links: Beware Cheap Batteries … No backups in South Korea … BYD Goes Zoom … Which Table Format Do LLMs Understand Best?
Monday
Notable earnings: 🦗
U.S. economic events:
Global economic events: Retail Sales (Euro Area), Consumer Confidence (Mexico), Balance of Trade (Brazil), Household Spending (Japan), WestPac Consumer Confidence (Australia), Foreign Exchange Reserves (Mexico)
Tuesday
Notable earnings: 🦗
U.S. economic events: RCM Economic Optimism Index, Consumer Inflation Expecations, Consumer Credit Change, Balance of Trade, Used Card Prices, Fed Speeches: Miran, Bostic, Bowman, Kashkari
Global economic events: Balance of Trade (Canada), Auto Exports and Production (Mexico), Exports (France), Global Supply Chain Pressure Index
Wednesday
Notable earnings: 🦗
U.S. economic events: MBA Mortgage (30-yr Rate, Applications, Market Index, Refinance Index, Purchase Index) Fed Speeches: Barr, Kashkari, Musalem
Global economic events: Eco Watchers Survey (Japan), Industrial Production (Argentina), Consumer Inflation Expectations (Australia), Eurogroup Meeting (Euro Area)
Thursday
Notable earnings: Applied Digital Corporation, Levi Strauss
U.S. economic events: Jobless Claims, Fed Chair Powell Speech, Fed Balance Sheet, WASDE Report
Global economic events: Inflation Rate (Brazil, Mexico), Manufacturing Production (South Africa), Balance of Trade (Germany), Monetary Policy Meeting Minutes (Mexico), ECOFIN Meeting (Euro Area)
Friday
Notable earnings: 🦗
U.S. economic events: Michigan Consumer Inflation Expectations (Preliminary), Fed Speeches: Musalem, Goolsbee
Global economic events: Industrial Production (Italy, Mexico), Unemployment Rate (Canada), Inflation Rate (Russia)