W — Week Ahead

Week Ahead: U.S. Jobs Report; U.S., Eurozone, Australia, SK and Tokyo Inflation Reports; RBA Meeting; Central Bank Speeches from the Fed, ECB, and BOE

27 September, 2026
christophe-barraud-week-ahead-2021

From the U.S. jobs data to the RBA rate decision, and a host of central bank speeches from the Fed, ECB, and BOE, here’s what you need to know for the week ahead.

Monday

🇨🇳 China August industrial profits

🇯🇵 The BOJ releases minutes of its July monetary policy meeting – Bloomberg ⚠️

🌐 The Asian Infrastructure Investment Bank holds its annual meeting in Doha. Through Sept. 29 – Bloomberg

🇪🇺 EU defense ministers meet in Brussels for a Foreign Affairs Council focused on topics including military support for Ukraine – Bloomberg

🇪🇺 EU energy ministers begin an informal meeting in Dublin. Through Sept. 29 – Bloomberg

🇪🇺 ECB President Christine Lagarde appears before the European Parliament’s Economic and Monetary Affairs Committee for its quarterly Monetary Dialogue – Bloomberg ⚠️

🇪🇺 Governing Council member Alvaro Santos Pereira speaks at a tourism summit in Lisbon – Bloomberg

🇪🇺 ECB Supervisory Board member Pedro Machado gives keynote speech at financial forum in Madrid – Bloomberg

🇪🇺 Executive Board member Frank Elderson chairs panel at ECB/ESCB legal conference in Frankfurt – Bloomberg

🇬🇧 BOE Deputy Governor for Markets and Banking Dave Ramsden speaks on quantitative tightening in London – Bloomberg

🇺🇸 Fed Vice Chair for Supervision Michelle Bowman speaks at the Military Banking Summit – Bloomberg

🇺🇸 Fed Governor Lisa Cook speaks on AI and emerging tech at Oakland Tech Week 2026 – Bloomberg

🇺🇸 Richmond Fed President Tom Barkin is part of a fireside chat in Middleburg, Virginia – Bloomberg

🇺🇸 SpaceX targets the 14th test flight of its Starship rocket from Starbase, Texas – Bloomberg

Tuesday

🇦🇺 RBA meeting ⚠️

🇳🇿 New Zealand Treasury releases pre-election economic and fiscal update – Bloomberg

🇪🇸 Spain September CPI ⚠️

🇪🇺 Eurozone September economic confidence, consumer confidence

🇬🇧 U.K. August mortgage approvals

🇪🇺 ECB President Christine Lagarde, Vice President Boris Vujcic and Executive Board member Piero Cipollone speak at the ECB/ESCB Legal Conference – Bloomberg ⚠️

🇪🇺 ECB Executive Board member Piero Cipollone and Governing Council member Joachim Nagel speak at the Bundesbank’s Financial Centre Conference in Frankfurt – Bloomberg

🇪🇺 ECB chief economist Philip Lane has a fireside chat at New York Fed central banking seminar in New York. Governing Council member Peter Kazimir speaks in Bratislava – Bloomberg

🇬🇧 BOE rate-setter Alan Taylor delivers a lecture at the National Institute of Economic and Social Research in London – Bloomberg

🇬🇧 Fellow rate-setter Catherine Mann speaks on a panel at a McKinsey Global Institute event – Bloomberg

🇺🇸 U.S. September Conference Board consumer confidence

🇺🇸 U.S. August JOLTS job openings ⚠️

🇺🇸 Fed Vice Chair for Supervision Michelle Bowman delivers opening remarks at the Federal Reserve System Community Bank Cyber Workshop – Bloomberg

🇺🇸 Fed Governor Michael Barr speaks on the economic outlook at the Detroit Economic Club – Bloomberg

🇺🇸 Chicago Fed President Austan Goolsbee participates in a moderated discussion at an Illinois Manufacturers’ Association event – Bloomberg

🇺🇸 New York Fed President John Williams speaks at an event organized by the University at Buffalo – Bloomberg

🇺🇸 Governor Christopher Waller speaks at the Sibos Conference – Bloomberg

🇺🇸 🇨🇦 U.S. import bans on certain Canadian dairy, alcoholic beverages and motor-vehicle-related products take effect – Bloomberg ⚠️

🇺🇸 OpenAI CEO Sam Altman delivers the opening keynote at DevDay in San Francisco – Bloomberg

🇨🇦 Bloomberg holds its Canadian Finance Conference in New York – Bloomberg

Wednesday

🇨🇳 China marks Martyrs’ Day, with senior leaders expected to attend commemorations at Tiananmen Square on the eve of National Day – Bloomberg ⚠️

🇦🇺 Australia August CPI ⚠️

🇯🇵 Japan August industrial production, retail sales

🇨🇳 China September official PMIs ⚠️

🇫🇷 France September CPI ⚠️

🇩🇪 Germany September CPI ⚠️, unemployment rate

🇮🇹 Italy September CPI ⚠️

🇬🇧 U.K. Q2 GDP (final)

🇪🇺 ECB Executive Board member Isabel Schnabel speaks at the EC-EIB-ESM Capital Markets Seminar in Luxembourg – Bloomberg

🇪🇺 Executive Board member Frank Elderson speaks at banking supervisors’ conference in Bali, Indonesia – Bloomberg

🇸🇪 Sweden Riksbank policy meeting minutes

🇸🇪 Riksbank Deputy Governor Per Jansson discusses Sweden’s economic situation at a seminar in London – Bloomberg

🇺🇸 U.S. September ADP employment change

🇺🇸 U.S. August personal income and spending

🇺🇸 U.S. August PCE price indexes ⚠️

🇺🇸 U.S. Q2 GDP (final) ⚠️

🇺🇸 U.S. BEA Releases Annual Revisions to GDP and Personal Income ⚠️

🇺🇸 U.S. August Advance Goods Trade Balance

🇺🇸 Richmond Fed President Tom Barkin speaks at the Investing in Rural America Conference in Asheville, North Carolina; Fed Governor Lisa Cook also delivers remarks – Bloomberg

🇺🇸 Chicago Fed President Austan Goolsbee gives a keynote address at an event titled “Why Consumers and Economists See Different Economies.” – Bloomberg

🇺🇸 Minneapolis Fed President Neel Kashkari speaks in a fireside chat at the Council on Foreign Relations – Bloomberg

🇺🇸 US Defense Secretary Pete Hegseth is expected to deliver “State of the Force” address at the Pentagon – Bloomberg ⚠️

🌎 The G20 Trade Ministerial opens in Milwaukee, Wisconsin. Through Oct. 1 – Bloomberg

Thursday

🇨🇳 China’s National Day holiday begins. Hong Kong markets are closed, while mainland markets remain shut through Oct. 7 – Bloomberg ⚠️

🌎 Worldwide S&P Global Manufacturing PMI ⚠️

🇯🇵 Japan Q3 Tankan business survey ⚠️

🇯🇵 BOJ Summary of Opinions (Sept. MPM) ⚠️

🇰🇷 South Korea September trade data

🇦🇺 Australia August trade balance

🇦🇺 Australia ends card payment surcharges for major credit and debit card networks – Bloomberg

🇮🇹 Italy August unemployment rate

🇪🇺 Eurozone August unemployment rate

🇪🇺 ECB Executive Board member Piero Cipollone speaks at EuroCommerce’s Payments Day in Brussels – Bloomberg

🇪🇺 🇮🇪 Central Bank of Ireland Governor Gabriel Makhlouf delivers a keynote address at the Irish Funds Annual Global Funds Conference in Dublin – Bloomberg

🇪🇺 🇩🇪 🇬🇧 Bundesbank President Joachim Nagel joins former Banque de France Governor Francois Villeroy de Galhau for an OMFIF discussion in London – Bloomberg

🇪🇺 ECB President Christine Lagarde speaks at the European Systemic Risk Board’s annual conference in Frankfurt – Bloomberg ⚠️

🇪🇺 ECB Supervisory Board member Pedro Machado speaks at crisis management forum in Madrid – Bloomberg

🇪🇺 Executive Board member Isabel Schnabel speaks on policy panel at “future of money” conference in London – Bloomberg

🇬🇧 BOE Governor Andrew Bailey delivers the opening remarks at the central bank’s Future of Money conference, where chief economist Huw Pill chairs a panel. Rate-setter Catherine Mann speaks at a Nomura investor conference in London – Bloomberg

🇸🇪 Riksbank Deputy Governor Per Jansson speaks on the economy at the Swedish Chamber of Commerce in London – Bloomberg

🇺🇸 U.S. initial jobless claims

🇺🇸 U.S. August construction spending

🇺🇸 U.S. September ISM Manufacturing ⚠️

🇺🇸 U.S. September light vehicle sales

🇺🇸 Richmond Fed President Tom Barkin, Boston Fed President Susan Collins and Kansas City Fed President Jeff Schmid speak at the Investing in Rural America Conference – Bloomberg

🇺🇸 Fed Governor Christopher Waller, Vice Chair Philip Jefferson and Vice Chair for Supervision Michelle Bowman also speak at separate events – Bloomberg

🇺🇸 Fed Governor Lisa Cook joins New York Fed President John Williams for a moderated discussion at the New York Fed’s Central Banking Seminar – Bloomberg

🇺🇸 Dallas Fed President Lorie Logan speaks in moderated Q&A at Eleventh District Appreciation Event at her bank – Bloomberg

🇺🇸 Tesla is expected to unveil its new Roadster – Bloomberg

🇺🇸 NASA and SpaceX target the launch of the Crew-13 mission to the International Space Station – Bloomberg

Friday

🇮🇳 India’s stock markets are closed in observance of Mahatma Gandhi’s birthday – Bloomberg

🇯🇵 Japan August unemployment rate

🇯🇵 Tokyo September CPI ⚠️

🇰🇷 South Korea September CPI ⚠️

🇪🇺 Eurozone September CPI ⚠️

🇪🇺 ECB Vice President Boris Vujcic delivers a keynote speech at the European Systemic Risk Board’s annual conference in Frankfurt – Bloomberg

🇪🇺 Executive Board member Piero Cipollone gives a keynote speech in Roda de Bara, Spain – Bloomberg

🇪🇺 Governing Council members Joachim Nagel and Emmanuel Moulin speak in Rostock, Germany, and Paris, respectively – Bloomberg

🇪🇺 ECB Supervisory Board chair Claudia Buch speaks at financial system conference in Frankfurt – Bloomberg

🇺🇸 U.S. September employment report ⚠️

🇺🇸 U.S. August durable goods, factory orders

🇺🇸 Dallas Fed President Lorie Logan delivers welcoming remarks at migration-focused workshop – Bloomberg

Earnings

🇺🇸 #SPX | Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading Into Q4? – Factsethttps://t.co/jYQq6ecNBp pic.twitter.com/mlqIyKENas

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

Previews

🇺🇸🌎 #Weekahead | US Hiring Appetite Is Healthy as Economy Powers Ahead – Bloomberghttps://t.co/3Tr9M2Xw2M pic.twitter.com/9lxOGLXk4U

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

🇺🇸🌎 #WeekAhead for FX, Bonds: U.S. Jobs Data in Focus as Another Fed Rate Hike Looks Possible – WSJhttps://t.co/lRcMiIqrQX

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

*Focus on Asia

Southeast Asia manufacturing, Japan immigration costs, Vietnam GDP https://t.co/uKbKY04WGx

— Nikkei Asia (@NikkeiAsia) September 27, 2026

*Focus on Europe & U.K.

🇪🇺 The #weekahead 28 September – 04 October 2026 – European Parliamenthttps://t.co/0Jp4dgYoPn

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

🇪🇺 #Weekahead | Forward look: 28 September – 11 October 2026 – European Councilhttps://t.co/C9T8YWm1AJ

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

Focus on U.S. Economic Calendar

🇺🇸 Wall St #WeekAhead Jobs report, inflation data to test US rate path, economic strength – Reutershttps://t.co/tbL0yscKBb

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

Top 10 Macro/Financial Charts of the Previous Week – w39

⚠ Top 10 Macro/Financial Charts of the Week – w39 (2026)⚠️

*HT @RealEJAntoni, @neilsethinew, @zerohedge, @NickTimiraos, @kurtsaltrichter#Rates #Bonds #AI #China #Autoshttps://t.co/j64Hq1OvcX

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 27, 2026

*Note: Previous reports can be found here