EarningsArticle watchlist
Apple earnings
Consumer demand and the hardware cycle. Date listed in the November 1 macro post; confirm with the company.
The week ahead
Macro & earnings
The next economic releases and company reports to watch, alongside Brian’s latest macro analysis.
Upcoming reports
Dates follow U.S. Eastern time. Schedules may change. Earnings marked “Article watchlist” come from the latest post and are not company-confirmed.
EarningsArticle watchlist
AMD earnings
PC guidance, memory costs and AI demand. Date listed in the November 1 macro post; confirm with the company.
MacroScheduled10:00 am ET
September job openings
JOLTS: labor demand, hiring and quits ahead of Friday’s jobs report.
EarningsArticle watchlist
Arm earnings
The next read on the phone and chip cycle. Date listed in the November 1 macro post; confirm with the company.
EarningsArticle watchlist
Qualcomm earnings
Phone demand and the memory supply chain. Date listed in the November 1 macro post; confirm with the company.
MacroScheduled8:30 am ET
September international trade
Imports and exports: another look at capital goods and the AI investment cycle.
MacroScheduled8:30 am ET
Q3 productivity & costs
The preliminary productivity and unit labor cost report puts wage pressure in context.
MacroScheduled8:30 am ET
October jobs report
Payrolls, unemployment and hourly earnings: the next test of cooling wages.
MacroScheduled8:30 am ET
October CPI inflation
Consumer prices and the purchasing power of paychecks.
MacroScheduled2:00 pm ET
Federal Reserve Beige Book
Regional business conditions, wage pressure and consumer demand ahead of the December meeting.
MacroScheduled8:30 am ET
October income, spending & PCE
Real disposable income, real spending and the Fed’s preferred inflation measure.
MacroScheduled8:30 am ET
Q3 GDP second estimate
Revisions to growth and a first look at third-quarter corporate profits.
MacroScheduled
FOMC meeting · December 8–9
The two-day policy meeting. The outcome is not known in advance.
Calendar reviewed November 1, 2026 · Scheduled releases, not promised publication dates · Not financial advice
Macro updates