Investors and economists are monitoring a series of key U.S. economic reports and the start of the third-quarter corporate earnings season during the week of October 11, 2026. Forthcoming data on consumer and producer prices, alongside financial results from major banks and corporations, are expected to provide further insight into the state of the national economy and Federal Reserve policy considerations.
The primary economic release of the week is the September Consumer Price Index (CPI), scheduled for Wednesday morning. The CPI is a key metric the Federal Reserve uses to gauge inflation. According to economists polled by FactSet, the consensus expectation is for a year-over-year headline CPI increase of 3.6%, a slight rise from August’s 3.4% gain. The core CPI, which excludes food and energy prices, is anticipated to rise by 2.4%, consistent with the previous month. The Federal Reserve maintains a long-term inflation target of 2%.
Data from the CME FedWatch tool indicates that market participants widely anticipate the Federal Reserve will maintain its current interest rates at its October policy meeting.
On Thursday, the Bureau of Labor Statistics will release the Producer Price Index (PPI), which measures price changes from the perspective of sellers. This report tracks inflation pressures within supply chains and can influence corporate profit margins and future consumer prices.
Other significant economic data scheduled for release include the existing home sales report on Tuesday, retail sales figures on Thursday, and industrial production and capacity utilization data on Friday.
The third-quarter earnings season begins with several major financial institutions reporting results. On Tuesday, Goldman Sachs is scheduled to release its report. Market observers will be looking for commentary on the environment for mergers and acquisitions as well as initial public offerings. Analysts at Barclays noted in a preview that they expect the trend of equity trading revenue surpassing that of fixed income, currencies, and commodities (FICC) to continue. According to LSEG data, analysts expect Goldman Sachs to report third-quarter earnings per share (EPS) of $13.02 on revenue of $16.74 billion.
Wells Fargo, also reporting on Tuesday, is expected to provide details on consumer banking and lending activities. The bank’s report will offer information on loan and deposit growth and its outlook on net interest income (NII). LSEG data shows a consensus analyst estimate of $1.85 EPS on revenue of $22.32 billion for the quarter.
The Bank of New York Mellon (BNY) will report its earnings on Thursday. As a major custodian bank, its performance in fee-based revenue from new business will be a key area of focus. In a research note, analysts at Seaport Global projected that BNY’s net interest income could benefit from deposit growth and higher interest rates. The LSEG consensus estimate for BNY is an EPS of $2.27 on revenue of $5.55 billion.
Outside of the financial sector, Johnson & Johnson is set to report its earnings on Tuesday. The report is expected to detail the performance of its Innovative Medicine segment, including sales momentum for its new psoriasis drug, Icotyde. The company’s MedTech division performance, including its cardiovascular portfolio, will also be monitored. LSEG data indicates analysts expect Johnson & Johnson to report an EPS of $2.53 on revenue of $25.25 billion.
