Upcoming Week Agenda: US Stocks

Week of October 13-17, 2025 — US Markets Review & Outlook

General Overview

The US markets are set for a busy week packed with macro and microeconomic catalysts:

Start of bank earnings season (Citi, JPM, GS, WFC, BAC, MS).
Key releases: inflation (CPI) and retail sales.
Multiple Fed member speeches could influence rate cut expectations.

Monday, October 13

Bank Holiday (USD) → decreased volume.
Volatility watch:
RGTI (Rigetti Computing), USAR (USA Rare Earth)
IPO Watch: HW Electro KK (HWEP) + lock-up expirations for STUB, NTSK, WBI, PTRN, CHOW.
Dividend ex-date: ABBV, ABT, DAL, CL.
Events:

OPEC Monthly Oil Market Report
Nvidia (NVDA) @ OCP Global Summit → focus on AI & datacenters
Oracle AI World & Cloudflare Connect → AI, cybersecurity, cloud
12:10pm: Philly Fed (Anna Paulson) speaks at NABE

Tuesday, October 14

6:20pm: Fed Chair Jerome Powell speaks — week's key event

Expected earnings: ACI, BLK, C, DPZ, GS, JNJ, WFC, JPM

Other events:

Microsoft (MSFT) ends support for Windows 10 → potential catalyst for DELL, HPQ, LNVGY, BBY
Start of Salesforce Dreamforce 2025 (CRM) with Pichai (GOOG) & Niccol (SBUX)
3:30pm: Susan Collins (Boston Fed) speech

Wednesday, October 15

2:30pm: Empire State Manufacturing Index (USD)

8:30am: September CPI (key data)
Expected: Core CPI YoY +3.1% (unchanged)
High sensitivity in USD, yields, and gold.

Earnings: ASML, BAC, MS, ABT, UAL, PNC

Other events:

Beige Book (8:00pm)
Waller (Fed) talks AI @ DC Fintech Week
Investor Days: HPE, Dollar Tree, Brown-Forman, Salesforce

Thursday, October 16

2:30pm: Philly Fed Manufacturing Index + Retail Sales (core & headline)

Major economic data:

Core PPI / PPI m/m
Core Retail Sales m/m
Unemployment Claims
Retail Sales m/m

➜ Key data to gauge US demand resilience.

3:00pm: Waller (Fed) returns to the mic

Earnings: TSM, SCHW, USB, CSX, TRV, MAN

Investor Days: Veeva Systems, Jefferies Financial

Friday, October 17

8:30am: Housing Starts (new homes)
Testing the strength of the US real estate sector despite still-high rates.

Earnings: AXP, TFC, ALLY

Start of Fed blackout ahead of next FOMC

Start of TwitchCon 2025 → indirect impact on AMZN / gaming / ads

In summary:

A pivotal week with the CPI + Powell + US banks combination.
Implied volatility on indices should rise, especially before Thursday.
Traders will watch bond market reaction and AI stocks after Nvidia’s OCP Summit.