Today’s Focus & Global Financial Markets Macro/Earnings Calendar for the Next 10 Days | October 19 🇬🇧 I. Today’s Key Highlights in London/Global Markets 🇨🇳 Published: China’s Q3 GDP YoY came in at +4.5%, slightly above the expected 4.4%—supported by external demand and industrial activity, but with limited impact on AI chain sentiment. 🇨🇦 13:30 Canada September CPI: Will oil-driven inflation spill over into core components, influencing North American interest rate expectations? 🇪🇺 Speeches by ECB’s Lane and Elderson (time TBC): The euro has weakened due to unrest in France; watch officials’ stance on inflation and fiscal risks. 🇺🇸 14:30 U.S. market open: SOX fell for eight consecutive days last Friday; today, watch whether CoreWeave and other AI credit chain stocks can stabilize. 🛢️ All day: Brent crude is around $107.6 this morning; monitor developments regarding Hormuz, the Red Sea, and Saudi facilities (ongoing). 🏛️ Fed Quiet Period (October 17–29): No official comments; markets will price data and earnings directly. 🪙 Crypto: CME plans to launch BCH and UNI futures today (subject to regulatory review, ongoing). 🇪🇬 Geopolitics: Egypt’s parliament continues discussions on supporting Saudi Arabia (ongoing). 🗓️ II. Core Events & Major Earnings Calendar for the Next 10 Days 🌐 October 19 (Monday) 🏛️ Macro: Canada September CPI; China Q3 GDP (already published). 📊 Earnings: No top 100 market-cap companies reporting. 🎬 October 20 (Tuesday) 🏛️ Macro: China LPR; UK employment; U.S. September housing starts. 📊 Earnings: ・Pre-market: GE Aerospace, RTX. ・After-hours: Netflix (confirmed), SpaceX (confirmed), Intuitive Surgical, Chubb, Capital One. 🪙 Crypto: ZRO unlock. 🔥 October 21 (Wednesday) (Super Earnings Day) 🏛️ Macro: UK September CPI. 📊 Earnings: ・Pre-market: Philip Morris, Thermo Fisher, Abbott, NextEra, Danaher, AT&T. ・After-hours: Meta (confirmed), Tesla (confirmed), Lam Research, Texas Instruments, IBM. 🎯 October 22 (Thursday) 🏛️ Macro: Bank of Korea rate decision; U.S. initial jobless claims. 📊 Earnings: ・Pre-market: P&G, Union Pacific, Honeywell, Valero, Lockheed Martin. ・After-hours: Newmont. 📌 Our observation point: Last week’s two key assessments (AI upstream/downstream divergence, interest rates) and Brent/ENA checkpoint day. 📈 October 23 (Friday) 🏛️ Macro: Japan September CPI; UK retail sales; global October PMI preliminaries; Bank of Russia rate decision; Moody’s re-evaluation of France. 📊 Earnings: ・Pre-market: American Express. 📌 Our observation point: This week’s key assessment day—whether semiconductors continue to underperform the 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) 📊 Earnings: ・Pre-market: Verizon. ・After-hours: Welltower. 💳 October 27 (Tuesday) 🏛️ Macro: First day of Fed FOMC meeting; Israeli elections. 📊 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. ・After-hours: Alphabet (confirmed), Microsoft (confirmed), T-Mobile, ServiceNow, Fortinet, KLA (market cap data pending verification). 💻 October 29 (Thursday) (Super Earnings Day) 🏛️ Macro: ECB decision; U.S. Q3 GDP preliminary estimate; first day of BoJ meeting (October 29–30). 📊 Earnings: ・Pre-market: Eli Lilly, Mastercard, Merck, Caterpillar, Linde, Altria, Bristol-Myers Squibb. ・After-hours: Amazon (expected, pending confirmation), Intel, Gilead, SanDisk.