ISM Services and the final S&P Global PMIs for September open the week. With mainland China closed for Golden Week, attention also turns to weekend developments in the Middle East.
The August trade balance, remarks from Vice Chair Bowman on regulation and a $58 billion 3-year Treasury auction. Constellation Brands reports after the close.
Minutes of the September 15–16 FOMC meeting, which delivered a 25 bp hike, alongside a $39 billion 10-year auction with long-end yields near their highest since 2002.
Weekly jobless claims, PepsiCo earnings before the open and a $22 billion 30-year Treasury auction test demand at the long end.
Preliminary University of Michigan sentiment and inflation expectations, Delta Air Lines earnings before the open and weekly options expiration.
Convexa editorial assessment · as of 8 Oct 2026
Risk classifications and scenarios are editorial assessments of potential market significance, not statistical probabilities or predictions. Events may produce materially different market reactions, including no significant reaction at all.
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