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October 28, 2026
Preview: Due October 29 - U.S. September Personal Income and Spending - Four-month high for core PCE prices
October 28, 2026 11:36 AM UTC
September’s personal income and spending report may be overshadowed by the Q3 GDP release which is due at the same time and will include Q3 totals for each of its components. We expect a 0.3% rise in personal income and a 0.6% rise in spending, with overall PCE prices up by 0.5%, exceeding perso
October 27, 2026
Preview: Due November 10 - U.S. October CPI - A more moderate month
October 27, 2026 6:56 PM UTC
We expect more subdued CPI in October after two straight disappointing 0.3% gains in the core rate, with October’s core rate seen at 0.2%, 0.22% before rounding. Gasoline prices have seen only a marginal rise on the month, and we expect overall CPI to also rise by 0.2%, though at 0.24% before roun
Preview: Due November 10 - U.S. October CPI - A more moderate month
October 27, 2026 6:55 PM UTC
We expect more subdued CPI in October after two straight disappointing 0.3% gains in the core rate, with October’s core rate seen at 0.2%, 0.22% before rounding. Gasoline prices have seen only a marginal rise on the month, and we expect overall CPI to also rise by 0.2%, though at 0.24% before roun
Preview: Due November 4 - U.S. October ADP Employment - Maintaining a moderate trend
October 27, 2026 4:13 PM UTC
We expect an 65k increase in October’s ADP estimate for private sector employment. The 4 week average from ADP’s weekly report for the week to October 10, the week before the monthly survey, was 16.5k, broadly consistent with our forecast.
Preview: Due October 28 - U.S. September Advance Goods Trade Balance - Deficit to widen further
October 27, 2026 2:54 PM UTC
We expect an advance September goods trade deficit of $137.0bn, up from $132.1bn in August and the widest since a record pre-tariff deficit seen in March 2025 of $158.7bn. The September deficit, as was August’s, is likely to be higher than anything seen before Q1 2025.
U.S. Septenber New Home Sales, October Consumer Confidence - Surprising resilience, notably on labor signal
October 27, 2026 2:19 PM UTC
September new home sales, down a marginal 0.6% to 676k, have held up better than expected, while October consumer confidence with a bounce to 91.7 from 84.2 is even more surprising, reaching its highest level since June.