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Next fortnight (what to watch or listen to)
2026-09-28 to 2026-10-12 (UTC dates). Times as published by the source.
Tue 2026-09-29
Wed 2026-09-30
Thu 2026-10-01
- [macro] BOJ BoJ September Tankan (large manufacturers seen +26, up 4) (08:50 JST (09:50 AEST Thu; 19:50 ET Wed)) — AI/semis demand read for Japan (Keyence, Toyota) and a BoJ hike input.
- [other] BYD BYD September sales (TBC (HKEX filing, usually on the 1st)) — Watchlist; August was the 2026 high with overseas +86% YTD - checks whether that held.
- [central_bank] FED Fed Vice Chair Jefferson on 'US Economy and Monetary Policy'; Waller and Bowman also speak (13:30 ET (Fri 03:30 AEST); Waller 10:00 ET, Bowman 15:00 ET) — Most policy-relevant Fed remarks in the window; no Warsh appearance is on the Fed calendar.
- [other] MACRO China National Day Golden Week market closure (Shanghai closed Oct 1-7, reopens Oct 8; HKEX closed Oct 1) — Thin trading for BABA, BYD, CATL; mainland news backs up into Oct 8.
- [macro] MACRO US ISM manufacturing PMI, September (August 54.6) (10:00 ET (Fri 00:00 AEST)) — Industrial capex pulse for GEV, TER, Siemens Energy and machinery names.
- [product] TSLA Tesla next-gen Roadster unveil, Waco TX (20:30 ET (Fri 10:30 AEST)) — Watchlist; sentiment event the night before Q3 deliveries; production not before 2027-28.
Fri 2026-10-02
Sun 2026-10-04
Mon 2026-10-05
Tue 2026-10-06
Wed 2026-10-07
Thu 2026-10-08
Mon 2026-10-12
Nothing here is financial advice. Holdings and opinions are my own; the "agent" sections are written by an automated research skill and may be wrong. Built 2026-09-28 21:35 UTC.