Monday, October 20 — Return of volatility and trade tensions
Key Points
- US Politics: Government shutdown and US–China negotiations.
- IPO: none; end of quiet period for Knorex (KNRX).
- Ex-dividend this week: CAT, DELL, CVS, PG.
- CPC Plenum (five-year plan).
- FDA: Glaukos (GKOS) – Epioxa (Epi-on).
- CMA: review GETY/SSTK (Phase 1).
Results
Before market: CLF, DX, HBT, SDVKY, SMMT
After market: AGNC, CCK, STLD, ZION, WTFC, RLI
Tuesday, October 21 — Netflix and Coca-Cola kick things off
Key Points
- Samsung “Worlds Wide Open”: XR headset “Project Moohan.”
- TED AI Conference: HOOD, ORCL, HPE, EBAY.
- Disney+/Hulu/ESPN+: US price hike.
- WTI: November contract expiration.
- MeridianLink (MLNK): vote on Centerbridge offer.
- 09:00: Christopher Waller (Fed) – opening of Payments Innovation conference.
- 09:00: Philip Morris (PM) earnings call (UVV correlation).
Results
Before market: KO, GE, LMT, ELV, PM, RTX, MMM, GM, NOC
After market: NFLX, ISRG, TXN, COF, MAT, EQT, EWBC, OMC
Wednesday, October 22 — Tesla and IBM in the spotlight
Key Points
- Merger votes Cenovus (CVE) / MEG Energy (MEGEF).
- AACR-NCI-EORTC (oncology): XNCR, NUVL, ZNTL.
- Analyst Day: Construction Partners (ROAD).
Results
Before market: APH, GEV, BSX, HLT, T, TMO, SAP, TECK, AA, LRCX
After market: TSLA, IBM, KMI, QS, TCBI, WGO, CCS
TSLA call 17:30: focus on robotaxi (implications for WAYMO, UBER).
Thursday, October 23 — Big macro and tech day
Key Points
- FDA: GSK – Blenrep (myeloma).
- World Coffee Innovation Summit: SBUX, Lavazza, JDE Peet’s.
- Major macro data:
- 16:00 (French time) → Existing Home Sales
Results
Before market: AAL, HON, DOW, HAS, DOV, NOK, LUV, AN, FCX
After market: INTC, NEM, ALK, NXT, DECK, F, TMUS
Friday, October 24 — Consumer close, defense and health
Key Points
- Major macroeconomic releases (French time):
- 14:30 → Core CPI m/m
- 14:30 → CPI m/m
- 14:30 → CPI y/y
- 15:45 → Flash Manufacturing PMI
- 15:45 → Flash Services PMI
- 16:00 → Revised University of Michigan Consumer Sentiment
Results
Before market: PG, BAH, GNTX, ITW, GD, HCA, EAF, VRTS
