Economy, Macro & Fed Headlines
This week
Official schedules: BLS, BEA, Federal Reserve · times ET- TUE OCT 13
- FedFED SPEAKERDiscussion - Governor Christopher J. Waller
- WED OCT 14
- FedFED SPEAKERDiscussion - Vice Chair for Supervision Michelle W. Bowman
- BLSDATAReal Earnings
- BLSDATAConsumer Price IndexPrev Consumer Price Index (CPI): +0.4% (Aug 2026)
- FedBEIGE BOOKBeige Book
- FedFED SPEAKERSpeech - Vice Chair for Supervision Michelle W. Bowman
- THU OCT 15
- BLSDATAProducer Price IndexPrev Producer Price Index - Final Demand: +0.4%(p) (Aug 2026)
- FedFED SPEAKERDiscussion - Chairman Kevin Warsh
- FRI OCT 16
- BLSDATAU.S. Import and Export Price IndexesPrev U.S. Import Price Index: +0.7% (Aug 2026)Prev U.S. Export Price Index: +0.6% (Aug 2026)
Values shown only where BLS publishes them (latest official print). No consensus forecasts. Earnings dates are not shown: no free, reliable official source.
By source
CNBC
✓FreeMKTSFree; CNBC PRO pieces are subscriber-only- From BJ’s to Lululemon, retailers are trimming assortments to boost businessCNBC✓FreeSun Oct 11, 1:08 PM ET
From BJ’s to Lululemon, retailers are trimming assortments to boost business
Retail brands are shrinking assortments to get back to healthy growth, while box stores are culling products to better curate offerings and stabilize business.
Open article at CNBC → - Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strongCNBC✓FreeFri Oct 9, 11:07 AM ET
Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong
Delta Air Lines reported third-quarter earnings and missed Wall Street estimates for the first time in two years.
Open article at CNBC → - Delta CEO: 'Safety is going to make the call' on launching Saudi Arabia flightCNBC✓FreeFri Oct 9, 7:57 AM ET
Delta CEO: 'Safety is going to make the call' on launching Saudi Arabia flight
Delta is weighing whether to continue with its Riyadh, Saudi Arabia flight debut as planned.
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- Why a Starbucks takeover of Chipotle would — and wouldn't — make sense for both companiesCNBC✓FreeThu Oct 8, 4:12 PM ET
Why a Starbucks takeover of Chipotle would — and wouldn't — make sense for both companies
Starbucks has reportedly been working with advisers on a takeover proposal for Chipotle, but a potential deal comes with pros and cons for investors.
Open article at CNBC → - Skydance's David Ellison tells CNBC combined company is 'positioned to win in every single vertical'CNBC✓FreeThu Oct 8, 12:25 PM ET
Skydance's David Ellison tells CNBC combined company is 'positioned to win in every single vertical'
Skydance includes two film studios, the CBS broadcast network, a sprawling pay TV portfolio and streaming services Paramount+ and HBO Max.
Open article at CNBC → - Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimisticCNBC✓FreeThu Oct 8, 10:43 AM ET
Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic
Levi Strauss on Wednesday posted earnings that beat expectations, though it saw benefits from tariff refunds.
Open article at CNBC → - PepsiCo cuts earnings forecast as North American turnaround takes longer than expectedCNBC✓FreeThu Oct 8, 10:43 AM ET
PepsiCo cuts earnings forecast as North American turnaround takes longer than expected
Pepsi's North American business continues to lag behind its international markets.
Open article at CNBC → - Lululemon poaches Athleta CEO as new chief product officerCNBC✓FreeWed Oct 7, 5:47 PM ET
Lululemon poaches Athleta CEO as new chief product officer
Lululemon announced Wednesday that Athleta CEO Maggie Gauger is joining the company as its chief product officer, a newly created role.
Open article at CNBC → - Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakensCNBC✓FreeWed Oct 7, 3:14 PM ET
Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakens
Constellation Brands beat earnings and revenue expectations as beer brands gained share, while inventory rebuilding and consumer caution clouded demand.
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WSJ
🔒︎PaidMKTSHard paywall- When companies stop driving a hard bargain, Cleveland Fed President Beth Hammack starts worryingWSJ🔒︎Paidby Nick TimiraosSun Oct 11, 10:00 AM ET
When companies stop driving a hard bargain, Cleveland Fed President Beth Hammack starts worrying
Beth Hammack says businesses’ pricing power and a sturdy economy show interest rates aren’t yet high enough to tame inflation.
Open article at WSJ → - Heard on the Street: Lennar and KB Home both say they are facing tougher competition from regular owners who are more motivated to sellWSJ🔒︎Paidby Carol RyanSun Oct 11, 5:30 AM ET
Heard on the Street: Lennar and KB Home both say they are facing tougher competition from regular owners who are more motivated to sell
Competition for buyers is heating up, which will force companies like Lennar and KB home to beef up incentives.
Open article at WSJ → - Answers to frequently asked questions about The Wall Street Journal's Economic Forecasting survey plus links to stories and archival data.WSJ🔒︎Paidby Anthony DeBarrosSun Oct 11, 5:29 AM ET
Answers to frequently asked questions about The Wall Street Journal's Economic Forecasting survey plus links to stories and archival data.
Answers to frequently asked questions about the survey plus links to survey stories and archival data.
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- President Trump has formed a committee to evaluate the mortgage-fraud allegations made against Fed governor Lisa CookWSJ🔒︎Paidby Matt GrossmanFri Oct 9, 4:27 PM ET
President Trump has formed a committee to evaluate the mortgage-fraud allegations made against Fed governor Lisa Cook
The move signaled a renewed effort to fire the Biden-appointed Fed governor as part of the president’s desire to wield more control over the central bank.
Open article at WSJ → - Canada Jobless Rate Edges Up With Another Drop in EmploymentWSJ🔒︎Paidby Robb M. StewartFri Oct 9, 11:58 AM ET
Canada Jobless Rate Edges Up With Another Drop in Employment
Employers in Canada cut 68,300 jobs in September, nudging the unemployment rate up 0.1 percentage point to 6.5%.
Open article at WSJ → - Week Ahead for FX, Bonds: U.S. Inflation Data in FocusWSJ🔒︎PaidFri Oct 9, 11:58 AM ET
Week Ahead for FX, Bonds: U.S. Inflation Data in Focus
Investors will be focused on inflation data from the U.S., eurozone and China as well as U.K. economic growth figures and trade data out of China.
Open article at WSJ → - Consumer Sentiment Drops, per Michigan SurveyWSJ🔒︎Paidby Matt GrossmanFri Oct 9, 10:25 AM ET
Consumer Sentiment Drops, per Michigan Survey
The University of Michigan survey’s headline index fell to 46.3 in its preliminary October reading, versus 48.1 in September.
Open article at WSJ → - AI Investment Boom to Drive Fastest Global Trade Growth Since Financial Crisis, WTO ForecastsWSJ🔒︎Paidby Paul HannonThu Oct 8, 9:10 AM ET
AI Investment Boom to Drive Fastest Global Trade Growth Since Financial Crisis, WTO Forecasts
The Geneva-based body raised its growth forecast for the global trade in goods this year to 3.9% from 1.9%, and lifted its projection for next year to 4.1%…
Open article at WSJ → - U.S. Jobless Claims Slide Yet AgainWSJ🔒︎Paidby Dean SealThu Oct 8, 8:57 AM ET
U.S. Jobless Claims Slide Yet Again
The number of people who filed for unemployment benefits was 197,000 in the week through Oct. 3, lower than the revised 199,000 reported a week earlier, the…
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Bloomberg
🔒︎PaidMKTSHard paywall (limited free articles for registered users)- Midwest Housing Affordability Worsens With Higher Home Prices, MortgagesBloomberg🔒︎Paidby Katy O'Donnell and Amanda AlbrightSun Oct 11, 11:00 AM ET
Midwest Housing Affordability Worsens With Higher Home Prices, Mortgages
In the region that’s often thought of as a refuge from the US housing squeeze, prices are rising and would-be buyers are feeling boxed out.
Open article at Bloomberg → - China Moves to Stave Off Wider EU Trade War With Hybrid DealBloomberg🔒︎Paidby Bloomberg NewsSun Oct 11, 9:52 AM ET
China Moves to Stave Off Wider EU Trade War With Hybrid Deal
With an agreement to curb exports of hybrid vehicles to the European Union, China is betting it can sidestep harsher restrictions from the 27-member bloc with…
Open article at Bloomberg → - Consumers Are Tapped and Wall Street Fears That’s a Rally KillerBloomberg🔒︎Paidby Geoffrey Morgan and Peyton ForteSun Oct 11, 9:00 AM ET
Consumers Are Tapped and Wall Street Fears That’s a Rally Killer
Americans have been relentlessly spending their paychecks despite rising prices, buying pickup trucks with diesel near record highs and steak dinners even as…
Open article at Bloomberg → - Healey Plans Short-Term UK Budget Giveaways to Limit Fiscal PainBloomberg🔒︎Paidby Joe Mayes and Philip AldrickSun Oct 11, 2:00 AM ET
Healey Plans Short-Term UK Budget Giveaways to Limit Fiscal Pain
Chancellor of the Exchequer John Healey wants to help British voters with the cost of living while staying within the limits of his country’s stretched public…
Open article at Bloomberg → - Australia Home Auction Clearance Rate Stuck Below 50% for Second WeekBloomberg🔒︎Paidby Peter VercoeSat Oct 10, 7:56 PM ET
Australia Home Auction Clearance Rate Stuck Below 50% for Second Week
Australia’s home auction clearance rate held below 50% for the second week in a row as the central bank’s move to raise interest rates to a 15-year high weighs…
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- US CPI to Show Overall Inflation Boosted by Higher Gasoline PricesBloomberg🔒︎Paidby Vince Golle and Craig StirlingSat Oct 10, 4:00 PM ET
US CPI to Show Overall Inflation Boosted by Higher Gasoline Prices
Higher gasoline prices probably led to quicker overall US inflation in September even as underlying price pressures moderated, supporting views that the…
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Investing.com
✓FreeMKTSFree; carries Reuters wire copy- What the sell off in bonds means for monetary policy
- Iran rejects U.S. stance on Hormuz as Trump weighs strikes over Riyadh attacks
- Middle East war, high debt levels to dominate IMF-World Bank meetings in Bangkok
- Deutsche Bank CEO warns extremist political gains risk investment in Germany
- Bank earnings, CPI headline busy markets week as S&P 500 hovers near records
- Deutsche Bank CEO urges faster German reforms, calls for flexible labour laws
- Trump calls for new Ukrainian president as U.S. seeks Russian diesel supplies
- World Bank in talks with dozens of countries about crisis aid, Banga says
- Could a change of government in Spain have big implications on energy policy?
- Global trust in science falls below pre-pandemic levels, survey finds
Federal Reserve
✓FreeMACROOfficial press releases (public domain)- Federal Reserve Board releases results of the 2025 Survey of Consumer Finances, which provides the public and policymakers with detailed insights into the economic condition of American families
- Federal Reserve Board announces enforcement action against American Express Company to address, among other things, the firm’s failure to sufficiently detect and report certain suspicious activity related to money laundering
- Minutes of the Federal Open Market Committee, September 15-16, 2026
- Federal Reserve Board announces approval of application by Isabella Bank Corporation
- Federal Reserve Board announces approval of application by Fleur Capital Corporation
- Federal Reserve Board announces it will extend, until November 4, the comment period on its proposal to modernize Regulation O
- Federal Reserve Board issues enforcement action with Ontario Bancorporation, Inc.
- Federal Reserve Board finalizes changes to enhance the transparency and public accountability of its stress test and reduce volatility in its stress test-related capital requirements
- Agencies publish resolution plan feedback letters for 15 banking organizations
Fed Speeches
✓FreeMACROOfficial speeches (public domain)- Waller, The Signaling Value of the Summary of Economic ProjectionsFed Speeches✓FreeThu Oct 8, 4:30 AM ET
Waller, The Signaling Value of the Summary of Economic Projections
Speech At the Istanbul Economic Forum, Central Bank of the Republic of Türkiye, Istanbul, Türkiye
Open article at Fed Speeches → - Bowman, Modernizing the Regulatory and Supervisory LandscapeFed Speeches✓FreeTue Oct 6, 10:45 AM ET
Bowman, Modernizing the Regulatory and Supervisory Landscape
Speech At the 2026 Community Banking Research Conference, sponsored by the Federal Reserve System, the Conference of State Bank Supervisors, and the Federal…
Open article at Fed Speeches → - Bowman, Modernizing Financial Regulation: Initial Observations from eSLRFed Speeches✓FreeThu Oct 1, 3:00 PM ET
Bowman, Modernizing Financial Regulation: Initial Observations from eSLR
Speech At the Atlantic Council 2026 CEO & Senior Management Summit, Washington, D.C.
Open article at Fed Speeches →
- Jefferson, The U.S. Economy and Monetary PolicyFed Speeches✓FreeThu Oct 1, 1:30 PM ET
Jefferson, The U.S. Economy and Monetary Policy
Speech At the Darden School of Business, University of Virginia, Charlottesville, Virginia
Open article at Fed Speeches → - Waller, The Data Version of Godzilla versus Kong: FRED Takes on AIFed Speeches✓FreeThu Oct 1, 10:00 AM ET
Waller, The Data Version of Godzilla versus Kong: FRED Takes on AI
Speech At "Navigating Trust, AI and Storytelling in a World of Data," FRED Con 2026, Federal Reserve Bank of St. Louis, St.
Open article at Fed Speeches → - Cook, The Dual Mandate in Rural AmericaFed Speeches✓FreeWed Sep 30, 3:25 PM ET
Cook, The Dual Mandate in Rural America
Speech At the 2026 Investing in Rural America Conference, Federal Reserve Bank of Richmond, Asheville, North Carolina
Open article at Fed Speeches → - Waller, Payments in the Age of AI AgentsFed Speeches✓FreeTue Sep 29, 3:00 PM ET
Waller, Payments in the Age of AI Agents
Speech At Sibos 2026, Miami, Florida
Open article at Fed Speeches → - Barr, Economic Conditions and Monetary PolicyFed Speeches✓FreeTue Sep 29, 12:40 PM ET
Barr, Economic Conditions and Monetary Policy
Speech At the Detroit Economic Club, Detroit, Michigan
Open article at Fed Speeches → - Bowman, Opening RemarksFed Speeches✓FreeTue Sep 29, 11:00 AM ET
Bowman, Opening Remarks
Speech At the Community Bank Cyber Workshop, Denver, Colorado (via pre-recorded video)
Open article at Fed Speeches →
BLS
✓FreeMACROOfficial releases: CPI, jobs, PPI, JOLTS (public domain)- Both payroll employment (+29,000) and unemployment rate (4.2%) change little in SeptemberBLS✓FreeFri Oct 2, 7:51 AM ET
Both payroll employment (+29,000) and unemployment rate (4.2%) change little in September
Both nonfarm payroll employment (+29,000) and the unemployment rate (4.2 percent) changed little in September. Employment in all major industries changed…
Open article at BLS →
BEA
✓FreeMACROOfficial releases: GDP, PCE, trade (public domain)- U.S. International Trade in Goods and Services, August 2026BEA✓FreeTue Oct 6, 8:30 AM ET
U.S. International Trade in Goods and Services, August 2026
The U.S. goods and services trade deficit increased in August 2026 according to the U.S. Bureau of Economic Analysis and the U.S.
Open article at BEA → - GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025BEA✓FreeWed Sep 30, 8:30 AM ET
GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025
Real gross domestic product (GDP) increased at an annual rate of 2.2 percent in the second quarter of 2026 (April, May, and June), according to the third…
Open article at BEA → - U.S. International Transactions and Investment Position, 2nd Quarter 2026BEA✓FreeThu Sep 24, 8:30 AM ET
U.S. International Transactions and Investment Position, 2nd Quarter 2026
The U.S. current-account deficit resulting from international economic transactions widened by $33.4 billion, or 15.7 percent, to $246.0 billion in the second…
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The Economist
🔒︎PaidMACROHard paywall- Don’t feel sorry for millennials. They are living it up nowThe Economist🔒︎PaidSun Oct 11, 11:27 AM ET
Don’t feel sorry for millennials. They are living it up now
It is easy to exaggerate their economic woes
Open article at The Economist → - Governments are mishandling the affordability crisisThe Economist🔒︎PaidThu Oct 8, 5:26 AM ET
Governments are mishandling the affordability crisis
They should lift incomes, not suppress prices
Open article at The Economist → - Indian celebrations will be more expensive this yearThe Economist🔒︎PaidThu Oct 8, 5:25 AM ET
Indian celebrations will be more expensive this year
Blame soaring sugar prices
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- Why shares are the new bricks and mortarThe Economist🔒︎PaidWed Oct 7, 2:47 PM ET
Why shares are the new bricks and mortar
Household wealth is flowing from property to stocks
Open article at The Economist → - In search of tax alphaThe Economist🔒︎PaidTue Oct 6, 1:41 PM ET
In search of tax alpha
The taxman is losing patience with Americans’ shrewd use of tax losses
Open article at The Economist → - The bond market sell-off is helping the dollarThe Economist🔒︎PaidMon Oct 5, 3:31 PM ET
The bond market sell-off is helping the dollar
But the strength of the greenback is not as reliable as in the past
Open article at The Economist → - The world is facing an almighty LNG crunchThe Economist🔒︎PaidSun Oct 4, 1:11 PM ET
The world is facing an almighty LNG crunch
In time it could bring about an equally disruptive glut
Open article at The Economist → - Governments want to hold America’s shares more than its debtsThe Economist🔒︎PaidThu Oct 1, 5:08 AM ET
Governments want to hold America’s shares more than its debts
When countries switch towards riskier assets, the global economy feels the consequences
Open article at The Economist → - Research on grasping bureaucrats startles SingaporeThe Economist🔒︎PaidThu Oct 1, 5:07 AM ET
Research on grasping bureaucrats startles Singapore
It is more revealing about its academic culture than its civil service
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NYT
◐LimitedMACROMetered paywall- Whistle-Blower Says I.R.S. Leaked His Tax Records in RetaliationNYT◐Limitedby Jesse DruckerFri Oct 9, 11:04 AM ET
Whistle-Blower Says I.R.S. Leaked His Tax Records in Retaliation
Brian J. Visalli, a veteran investigator of tax fraud, said in a lawsuit that the agency had sent his personal and tax information to federal prosecutors.
Open article at NYT → - Highest Mortgage Rates in 3 Years Chills the Housing MarketNYT◐Limitedby Gregory SchmidtFri Oct 9, 10:08 AM ET
Highest Mortgage Rates in 3 Years Chills the Housing Market
The average 30-year fixed-rate mortgage rose to 7.4 percent, putting more pressure on Americans struggling to afford to buy a home.
Open article at NYT → - A.I. Fueled More Resilient Global Growth, W.T.O. SaysNYT◐Limitedby Ana SwansonThu Oct 8, 10:07 PM ET
A.I. Fueled More Resilient Global Growth, W.T.O. Says
The World Trade Organization said that the drag on global trade from the war in the Middle East was more than offset by spending on goods related to artificial…
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- U.S. Trade Deficit Hits 17-Month High Despite Trump’s TariffsNYT◐Limitedby Ana SwansonTue Oct 6, 11:01 AM ET
U.S. Trade Deficit Hits 17-Month High Despite Trump’s Tariffs
Imports and the trade deficit have ballooned in recent months, defying the Trump administration’s efforts to reduce it through tariffs.
Open article at NYT → - War With Iran Is Forcing the World to Reckon With Geography’s PowerNYT◐Limitedby Patricia CohenMon Oct 5, 9:41 PM ET
War With Iran Is Forcing the World to Reckon With Geography’s Power
Trade blockages in the Persian Gulf have reminded the world that there are forces as great as or greater than technology and globalization.
Open article at NYT → - Hiring Slows as U.S. Jobs Report Shows Labor Market Shifting Into Lower GearNYT◐Limitedby Talmon Joseph SmithFri Oct 2, 1:09 PM ET
Hiring Slows as U.S. Jobs Report Shows Labor Market Shifting Into Lower Gear
The economy added fewer jobs in September and unemployment ticked up, while inflation has maintained pressure on markets and raised costs.
Open article at NYT → - Black Unemployment Rose Sharply in September, Jobs Report ShowsNYT◐Limitedby Ben Casselman and Talmon Joseph SmithFri Oct 2, 12:41 PM ET
Black Unemployment Rose Sharply in September, Jobs Report Shows
Economists had taken a recent drop in Black unemployment as a hopeful sign that job gains were lifting a broad share of workers.
Open article at NYT → - Here’s the latest.
- Soft Jobs Report Boosts Market Bets Fed Will Skip October Rate IncreaseNYT◐Limitedby Colby SmithFri Oct 2, 11:50 AM ET
Soft Jobs Report Boosts Market Bets Fed Will Skip October Rate Increase
The odds of an interest rate change at the Federal Reserve’s meeting in late October have dropped following a softer jobs report and strong signaling from bank…
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