U.S. Political, Economic Calendar - Week Ahead

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

(MORE TO FOLLOW) Dow Jones Newswires

September 25, 2026 06:30 ET (10:30 GMT)