Next Week's Macro Calendar: The Federal Reserve Blackout Period Continues,GTC Berlin and Meta and Tesla Earnings to Be Released

AT A GLANCE

During the Federal Reserve blackout period, the NVIDIA conference, technology-company earnings, and multiple U.S. and European economic data releases will be market focal points.

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⚡️Next Week's Macro Outlook: The Federal Reserve Enters Its Blackout Period, Jensen Huang to Appear GTC Berlin, Meta and Tesla earnings become market focal points

BlockBeats reported,October 18, U.S. technology stocks retreated sharply last week, with the Nasdaq down more than 4%for the week. As markets digest stronger-than-expected inflation data, they are reassessing the “economy that cannot be brought down” narrative. The Federal Reserve has entered the October 28 FOMC pre-meeting blackout period, with officials absent from public commentary. This week's pricing will be driven more by technology giants' earnings and economic activity data: Meta and Tesla will release earnings in quick succession, while the semiconductor and memory sectors also enter their earnings-reporting window. On Friday, preliminary European and U.S.PMI and the final University of Michigan sentiment reading will test the rate-hike path. Geopolitically, Trump has paused the implementation of comprehensive sanctions and tariffs against Russia and set an assessment window of approximately 60 days. Disruptions to shipping through the Strait of Hormuz and the risk of escalation in the Middle East continue to support an oil-price premium. Key events are as follows:

Tuesday:

NVIDIA GTC Berlin conference opens (through 22).

Wednesday:

U.S.October 16 crude oil inventories for the week ending API、EIA;

In the evening Beijing time, NVIDIA CEO Jensen Huang will deliver a keynote address at GTC Berlin;

U.S. equities enter a super earnings day, with Meta, Tesla,IBM, and Lam Research reporting earnings after the close.

Thursday:

U.S. initial jobless claims for the week ending October 17;

Before the U.S. market opens, Nokia reports earnings; after the close, Western Digital and MaxLinear report earnings.

Friday:

U.S.October S&P Global Manufacturing and Services PMI preliminary readings;

U.S.October final University of Michigan Consumer Sentiment Index and final 1-year inflation expectations;

Japan September CPI, Japan October Composite/Manufacturing/Services PMI preliminary readings, through which markets will gauge October 30 inflation conditions ahead of the Bank of Japan's policy decision.

Original link https://m.theblockbeats.info/flash/372428

Key points

BlockBeats stated on October 18 that the Nasdaq fell more than for the week last week. 4%。
The Federal Reserve has entered the October 28 FOMC pre-meeting blackout period.
NVIDIA GTC Berlin is scheduled to open on Tuesday and continue through 22.
NVIDIA CEO Jensen Huang is scheduled to deliver a keynote address in GTC Berlin on Wednesday.
Meta, Tesla,IBM and Lam Research are scheduled to report earnings after the U.S. market closes on Wednesday.
U.S. initial jobless claims for the week ending October 17 will be released on Thursday.
On Friday, U.S.October S&P Global Manufacturing and Services PMI preliminary readings, as well as the final University of Michigan Consumer Sentiment Index and final 1-year inflation expectations, will be released.
Japan September CPI, as well as Japan October Composite, Manufacturing, and Services PMI preliminary readings, will also be released on Friday.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

This is an important market calendar for the coming 1 weeks. Federal Reserve officials temporarily reduce public commentary ahead of their meeting, so markets may focus more on major technology companies' earnings, the NVIDIA conference, and data including employment, manufacturing, services, consumer confidence, and inflation expectations.

Why it matters to readers

These earnings reports and economic data will provide markets with new information on corporate operations and economic conditions, but the original text does not provide results that have not yet been released, nor can market direction be determined from them.

Beginners can treat it as a volatility calendar, monitoring market movements before and after relevant events are released and avoiding treating the calendar itself as a definitive trading signal.

Risks and unknowns

Most of the listed conferences, speeches, earnings reports, and economic data releases have not yet occurred, and their actual content and results are unknown.
The original text does not provide earnings figures for companies such as Meta and Tesla, nor does it provide market reactions after their release.
The original text states that Trump paused the implementation of comprehensive sanctions and tariffs against Russia and set an assessment window of approximately 60 days, but provides no further supporting evidence.
The original text states that disruptions to shipping through the Strait of Hormuz and risks of escalation in the Middle East support an oil-price premium, but provides no specific shipping or oil-price data.

Next Week's Macro Calendar: The Federal Reserve Blackout Period Continues,GTC Berlin and Meta and Tesla Earnings to Be Released

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