U.S. Political, Economic Calendar - Week Ahead

Dow Jones09-25 18:30
All dates are in ET Time. 
 
Friday, September 25, 2026                                   Exp        Prev 
 ET/GMT 
0515/0915           Fed speech: New York Fed President John WIlliams 
0830/1230  Aug      Advance Report on Durable Goods 
                       Durable Goods-SA, M/M%                -0.3%      +1.1% 
                       Dur Goods, Ex-Defense, M/M%                      +1.3% 
                       Dur Goods, Ex-Transport, M/M%                    +0.4% 
                       Orders: Cap Gds, Non-Def, Ex-Air,                +0.2% 
                       M/M% 
                       Shipmnts: Cap Gds, Non-Def,                      +1.4% 
                       Ex-Air, M/M% 
1000/1400  Sep      University of Michigan Survey of Consumers - final 
                       End-Mo Sentiment Idx                  47.8       51.7 
                       End-Mo Expectations Idx                          51.5 
                       12-Month Inflation Forecast                      4.0% 
                       5-Year Inflation Forecast                        3.3% 
                       End-Mo Current Idx                               51.9 
1400/1800           Fed speech: Cleveland Fed President Beth Hammack 
  N/A               G77 Annual Meeting of Foreign Ministers 
  N/A               U.S. President Donald Trump hosts Chinese President Xi 
                    Jinping for a state visit 
 
Monday, September 28, 2026                                   Exp        Prev 
 ET/GMT 
1030/1430  Sep      Texas Manufacturing Outlook Survey 
                       Business Activity                                11.6 
                       Mfg Production Idx                               16.1 
  N/A               FRB New York President John Williams begins two-day regional 
                    visit to Western New York 
 
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      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%                                +2.10% 
                       National Idx, M/M%                               +0.37% 
                       National Idx, Y/Y%                               +1.52% 
0900/1300  Jul      U.S. Monthly House Price Index 
1000/1400  Sep      Consumer Confidence Index 
                       Cons Conf Idx                                    89.4 
                       Expectation Idx 
                       Present Situation Idx 
1000/1400  Aug      Job Openings & Labor Turnover Survey 
                       Job Openings                                     7.3M 
1300/1700           Federal Reserve Bank of Chicago President Austan Goolsbee 
                    speaks at Illinois Manufacturers' Association event 
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                     +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% 
                       Chain-Weighted Price Idx, Q/Q%                   +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       GDP by State 
0830/1230  Q2       State Quarterly Personal Income 
0830/1230  Aug      Personal Income and Outlays 
                       Personal Income, M/M%                            +0.4% 
                       Consumer Spending, M/M%                          +0.2% 
                       PCE Price Idx, M/M%                              +0.2% 
                       PCE Price Idx, Y/Y%                              +3.7% 
                       PCE Core Price Idx, M/M%                         +0.2% 
                       PCE Core Price Idx, Y/Y%                         +3.3% 
0945/1345  Sep      Chicago Business Barometer - ISM-Chicago Business Survey - 
                    Chicago PMI 
                       PMI-Adj                                          47.1 
1000/1400  Aug      Metropolitan Area Employment and Unemployment 
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 
  N/A               G20 Trade Ministers Meeting 
  N/A               U.S. fiscal year ends 
 
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                                   197K 
                       Jobless Claims, Net Chg                          -1K 
                       Continuing Claims                                1719000 
                       Continuing Claims, Net Chg                       +2K 
0945/1345  Sep      US Manufacturing PMI 
                       PMI, Mfg                                         53.9 
1000/1400  Sep      ISM Report On Business Manufacturing PMI 
                       Manufacturing PMI                                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                                 -0.5% 
                       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 
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                                +162K 
                       Unemployment Rate                                4.1% 
                       Avg Hourly Earnings (USD)                        37.75 
                       Avg Hourly Earnings-Net Chg (USD)                +0.1 
                       Avg Hourly Earnings, M/M%                        +0.27% 
                       Avg Hourly Earnings, Y/Y%                        +3.09% 
                       Overall Workweek                                 34.4 
                       Overall Workweek Net Chg                         +0.1 

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