Newsquawk Weekly Economic Release 28th September - 2nd October 2026

• Data: Chinese Industrial Profits
• Events: BoJ Minutes
• Speakers: ECB’s Elderson, Lagarde; BoE’s Ramsden; Fed’s Barkin
• Supply: Australia, Europe

• Data: Spanish Inflation (Sep), Retail Sales (Aug), EZ Economic Sentiment (Sep), US JOLTS (Aug)
• Events: RBA Policy Announcement
• Speakers: RBA’s Bullock; ECB’s Cipollone, Lagarde, Vujcic, Lane; Fed’s Goolsbee, Williams; BoC’s Gravelle
• Supply: Japan, UK, Italy
• Earnings: Micron

• Data: Australian CPI (Aug), Chinese NBS Manufacturing PMI (Sep), German Retail Sales (Aug), French CPI (Sep), German State/National CPI (Sep), Italian CPI (Sep), US PCE Price Index (Aug/Q2), GDP Final (Q2), Atlanta Fed GDP
• Events: Labour Party Annual Conference
• Speakers: ECB’s Elderson, Schnabel; Fed’s Barkin, Cook, Goolsbee, Kashkari
• Supply: Japan, Germany
• Earnings: Accenture, McCormick

• Data: Japanese Tankan Survey (Q3), Australian Trade Balance (Aug), Swiss CPI (Sep), US Challenger Job Cuts (Sep), Jobless Claims (Sep/26), ISM Manufacturing PMI (Sep), Atlanta Fed GDP
• Events: BoJ SOO
• Speakers: ECB’s Cipollone, Lagarde, Schnabel; Fed’s Barkin, Logan
• Supply: Spain, France

• Data: Japanese Tokyo CPI (Sep), EZ HICP (Sep), US NFP (Sep)
• Speakers: ECB’s Cipollone, Vujcic
• Supply: Australia

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A standard weekly calendar, and a heavy one, with the week building toward the usual month-end and month-start cluster: Chinese official PMIs, flash European inflation prints from the larger economies ahead of the euro-area aggregate, and the US employment report. The typical sequencing pattern applies: national CPIs from Spain, France, Germany and Italy set expectations for the aggregate HICP, which in turn frames ECB commentary that runs unusually dense through the week, with the President appearing repeatedly. On the policy side the RBA decision is the only scheduled rate announcement, so it anchors Tuesday, while BoJ minutes and the Tankan survey bracket the Japanese data flow. In the US the run of ISM manufacturing, JOLTS and jobless claims ahead of payrolls follows the established pattern in which the earlier labour prints set positioning for the headline number, with the employment components of the surveys watched as the informal tell. The dense central-bank speaker list, with multiple Fed and ECB officials across the week, is the kind of slate that historically matters mainly where remarks cluster around a shared theme rather than individually. Beyond that, this is a schedule rather than an event; the note carries no figures, so there is little further to draw from it.