US market calendar

This week's key releases

The October 2 jobs report (payrolls and unemployment rate) is the standout print, arriving alongside a run of weekly jobless claims that will show whether layoffs are creeping higher. Together they're the clearest read on whether the labor market cooling seen through 2026 is stabilizing or accelerating, which is the main input into Fed rate-path expectations.

Also on the radar

Michigan consumer sentiment (prelim) offers an early gauge of household mood on prices and jobs, while retail and tech earnings from Walmart, Target, Costco and Nvidia later in the cycle will confirm whether consumer and AI-capex spending are holding up.