Focus of the Day and Global Financial Earnings Calendar for the Next 10 Days | October 21 🇬🇧 I. Today’s Key Highlights in London/Global Markets 🇬🇧 07:00 UK September CPI (published): +3.5% YoY, above forecast of 3.4%, services at 3.7% — 98% probability of a November rate hike is already priced in; GBP and gilts remain largely unchanged, pressure shifts to next week’s autumn budget. 🏦 Speeches by Bank of England’s Bailey, ECB’s Lagarde and Cipollone (time TBC): Watch for language on second-round inflation effects and French fiscal risks. 🇷🇺 U.S. Envoy Witkoff meets Putin in St. Petersburg (ongoing): Progress on Ukraine peace proposals will impact energy markets and European risk appetite. 🇺🇸 14:30 U.S. market open: Following strong after-hours moves by AMD and SpaceX, watch if AI chain recovery extends to new cloud debt issuance. 🛢️ 15:30 U.S. EIA Crude Oil Inventories: Private data showed last week’s draw of -4.9 million barrels; Brent crude around $110.1 this morning. 🏛️ Fed silent period (until October 29): No official statements; data and earnings directly price markets. 📊 Earnings: ・Pre-market: Philip Morris, Thermo Fisher, Abbott, NextEra, Danaher (confirmed, 13:00 conference call), AT&T (confirmed, 13:30 conference call). ・After-hours: Meta (confirmed, 21:30 conference call), Tesla (confirmed, 22:30), Texas Instruments (21:30), Lam Research (22:00), IBM (22:00) — the heaviest AI earnings night of the season. 🇪🇺 Europe: SAP after-hours. 🗓️ II. Core Events and Major Earnings Calendar for the Next 10 Days (Earnings are from top 100 U.S. companies by market cap, roughly screened; borderline companies pending verification; dates without “confirmed” are from aggregated calendars) 🎯 October 22 (Thursday) 🏛️ Macro: Bank of Korea rate decision; U.S. initial jobless claims. 📊 Earnings: ・Pre-market: Procter & Gamble, Union Pacific, Valero, Lockheed Martin, Honeywell (date TBC). ・After-hours: Newmont, Western Digital (market cap pending verification). 📌 Our observation node: Last week’s two core judgments, Brent, ENA, ZEC, and Gulf oil volume checkpoint determination day. 📈 October 23 (Friday) 🏛️ Macro: Japan September CPI; UK retail sales; Global October PMI flash; Central Bank of Russia rate decision; Moody’s re-evaluation of France. 📊 Earnings: ・Pre-market: American Express. 📌 Our observation node: This week’s core judgment day (AI chain divergence, semiconductor vs S&P). 🕐 October 25 (Sunday) ⏰ UK ends daylight saving time: Until November 1, London will be only 4 hours ahead of New York; U.S. market open/close times in London time will shift earlier. 🇪🇬 October 26 (Monday) 🏛️ Geopolitical: Egyptian Parliament votes on whether to support Saudi Arabia. 📊 Earnings: ・Pre-market: Verizon (TBC). 💳 October 27 (Tuesday) 🏛️ Macro: First day of Fed FOMC meeting; Israeli general election. 📊 Earnings: ・Pre-market: Coca-Cola, Boeing, S&P Global. ・After-hours: Visa, Seagate. 🏦 October 28 (Wednesday) (Super Earnings Day) 🏛️ Macro: Fed FOMC decision; UK Autumn Budget. 📊 Earnings: ・Pre-market: GE Vernova, Amphenol. ・After-hours: Alphabet (confirmed), Microsoft (confirmed), T-Mobile, KLA. 💻 October 29 (Thursday) (Super Earnings Day) 🏛️ Macro: ECB decision; U.S. Q3 GDP preliminary reading; First day of Bank of Japan meeting (October 29–30). 📊 Earnings: ・Pre-market: Eli Lilly, Mastercard, Merck, Caterpillar, Linde. ・After-hours: Amazon (confirmed), Intel, SanDisk. 🛢️ October 30 (Friday) 🏛️ Macro: Bank of Japan decision; U.S. September PCE (date TBC). 📊 Earnings: ・Pre-market: ExxonMobil (confirmed), Chevron (confirmed), AbbVie (confirmed). Not investment advice.
