Weekly Market Events

Search authoritative financial news and economic calendars (e.g., Bloomberg, Reuters, CNBC, MarketWatch, Investing.com, official government and central bank sites). Focus on upcoming events for this week (Monday–Sunday), including but not limited to: Central bank meetings and policy announcements (e.g., Fed, ECB, BoJ, BoE, PBoC). Major economic data releases (e.g., CPI, PPI, jobs reports, GDP, retail sales, PMI). Major geopolitical events or elections with potential market impact. Notable regulatory or legislative developments.

Summary — week of Oct 27–Nov 2, 2025 Major central bank meetings - Federal Reserve (FOMC) — Oct 28–29, 2025. Markets expect a 25 bps cut to 3.75–4.00% and close attention on the statement and Chair Powell’s press conference after the decision. - European Central Bank (Governing Council) — Oct 29–30, 2025 (meeting in Florence). ECB likely to keep policy restrictive given elevated core inflation. - Bank of Canada — Oct 29, 2025. Market commentary expects a rate cut given softer trade conditions. - Other central-bank activity to watch: remarks from the Reserve Bank of Australia governor and BoJ/PBoC developments cited as potential market drivers this week. Key economic data - U.S. Consumer Price Index (September) — scheduled Friday at 8:30 AM ET. This delayed/critical CPI reading is a major input for Fed policy decisions. - Personal Consumption Expenditures (PCE) — core PCE remains the Fed’s preferred inflation gauge; PCE releases and other major macro prints (GDP, retail sales, PMI, jobs) from the U.S., eurozone, Japan, Australia, Germany and China are also market-relevant this week. - Note: an ongoing U.S. government shutdown has disrupted BLS data collection and adds uncertainty to interpretation and timing of some official releases. Geopolitical / regulatory developments - U.S.-Canada trade tensions: reports of new U.S. tariffs on Canada have been flagged as a near-term risk to trade relations and markets. - Other regulatory/legislative actions may surface; markets are focused on trade and tariff headlines. Market implications — what to watch - Fed decision and Powell’s press conference are the week’s primary market events. - ECB and BoC outcomes will influence global rates and FX markets given concurrent central‑bank activity. - Inflation prints (CPI/PCE) and the disruption from the U.S. government shutdown increase uncertainty around incoming data and could amplify market moves around the policy decisions.

Search reliable financial and corporate sources (e.g., Bloomberg, Reuters, CNBC, company investor relations sites, Nasdaq, SEC filings, PRNewswire, company blogs, and major tech/auto news outlets). Focus on events occurring this week (Monday–Sunday), such as: Earnings reports from large-cap or high-volatility companies. Product launches, special events, or keynotes (e.g., Apple Event, Tesla Investor Day, NVIDIA GTC). Investor/analyst days or major conferences (e.g., JPMorgan Healthcare Conference). Corporate actions (mergers, IPOs, stock splits, buybacks, leadership changes). Regulatory or legal developments directly affecting major firms. For each event, provide: Company name & ticker Date & time Event type Brief description of what’s expected or being announced Why it matters: summarize the potential market implications, investor sentiment, and relevant context (e.g., past event performance, current stock momentum, analyst expectations). Prioritize events with broad market or sector influence, e.g. Apple, Microsoft, Amazon, Tesla, NVIDIA, major banks, or other market movers.

Here is a cleaned, concise summary of the key earnings and corporate events for the week Oct 27–Nov 2, 2025 (prioritized by market/sector impact). Monday Oct 27, 2025 - No major scheduled mega-cap releases listed. Tuesday Oct 28, 2025 - UnitedHealth (UNH) — Pre-market — Earnings report - What’s expected: Q3 results (timing: pre-market). - Why it matters: Large health-insurer; results affect healthcare sector and insurers’ outlook on claims/trendline for medical cost inflation. - Visa (V) — After market close — Earnings report - What’s expected: Q3 results (timing: after close). - Why it matters: Card-volume trends and cross-border travel spend drive payments-sector sentiment. - SoFi Technologies (SOFI) — After market close — Earnings report - What’s expected: Q3 results (timing: after close). - Why it matters: High-volatility fintech; results can swing consumer-lending / neo-bank sentiment. Wednesday Oct 29, 2025 - Microsoft (MSFT) — After market close — Earnings report - What’s expected: Revenue ~ $64.5B; EPS near $3.11 (approx. +14% YoY). - Why it matters: Cloud/AI exposure (Azure capacity commentary); a beat/miss will move mega-cap tech and enterprise software peers. - Meta Platforms (META) — After market close — Earnings report - What’s expected: Q1 revenue ~ $41.3B; operating profit ~$15.5B. - Why it matters: Advertising recovery and AI investments drive investor sentiment; Meta has a string of beats leading into this print. - Alphabet/Google (GOOGL) — After market close — Earnings report - What’s expected: EPS ~$2.28 (+7.5% YoY); revenue ~$100B (+13.2% YoY). - Why it matters: Ad demand and cloud/AI monetization outlook are key for ad-reliant tech and capex expectations. - Other notable mid/large caps reporting (various times): CVS Health (CVS), Verizon (VZ), Boeing (BA), ServiceNow (NOW). Thursday Oct 30, 2025 - Apple (AAPL) — After market close — Earnings report - What’s expected: Fiscal Q4 EPS ~$1.76 (+81.4% YoY); revenue ~$102.1B (+7.6% YoY). - Why it matters: iPhone 17 demand and hardware margins influence broader tech supply-chain and consumer-electronics sentiment. - Amazon (AMZN) — After market close — Earnings report - What’s expected: EPS ~$1.56 (+9.1% YoY); revenue ~$177.7B (+11.8% YoY). Guidance: revenue $174–179.5B; operating income $15.5–20.5B. - Why it matters: Retail trends, AWS/AI cloud margins and guidance will move e‑commerce and cloud peers. - Other notable reports (various times): Mastercard (MA), Eli Lilly (LLY), Roblox (RBLX), Sirius XM (SIRI). Friday Oct 31, 2025 - AbbVie (ABBV) — Various times — Earnings report - Why it matters: Major pharma results affect healthcare sector sentiment. - Exxon Mobil (XOM) — Various times — Earnings report - Why it matters: Energy earnings affect commodity-linked equities and dividend/buyback narratives. Contextual/sector themes for the week - AI infrastructure capex: Microsoft, Alphabet, Amazon and Meta reportedly spent ~$56B in Q3 (up ~52% YoY) with a combined ~$360B projected for current fiscal years. Analysts frame this as validation of AI infrastructure demand and estimate nearly $3 trillion in AI-driven enterprise/government spending over three years. - Growth vs. market expectations: The five largest market-cap companies are projected to post average earnings growth ~19% in Q3 (well above S&P 500 consensus), though this would be their slowest collective growth in several quarters. - Capacity constraints/monetization: Executives at major cloud providers have flagged capacity constraints vs. accelerating demand — investor focus will be on how well capex is translating into revenue and margins. Recent/earlier reports - Tesla (TSLA) — Reported Q3 on Oct 22, 2025: revenue +12% to $28.1B; EPS missed (0.50 vs. 0.54 est). CEO updates on robotaxi timeline noted. Why this week matters - Concentration risk: Several mega-cap tech companies (Microsoft, Meta, Alphabet, Apple, Amazon) report within a two-day window. Their results and guidance will strongly influence the market’s view of AI monetization, capex sustainability, and near-term earnings momentum — a potential market-moving “make-or-break” week for the overall rally. No major IPOs, scheduled M&A announcements, or other high-profile corporate actions specific to Oct 27–Nov 2 were identified beyond routine earnings and the items above.