Investing Updates: What to Expect in the Week Ahead (Earnings from big banks; Powell Speech and Inflation Data)

Source:

https://www.moomoo.com/news/post/59587289/what-to-expect-in-the-week-ahead-earnings-from-big?level=1&data_ticket=1759710088403852

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The week ahead features key U.S. bank earnings, major macro events, and critical inflation indicators. Earnings season resumes in full with big banks leading. On Tuesday (Oct 14), JPMorgan, Goldman Sachs, Citigroup, Wells Fargo, and BlackRock open the season. Investors will watch whether trading and dealmaking activity stayed strong, how banks manage consumer credit quality, and updates on capital returns and Citi’s Banamex divestment.

Wednesday (Oct 15) sees results from Bank of America, Morgan Stanley, and ASML. BofA’s net interest income and cost control are in focus, while Morgan Stanley may benefit from revived M&A and IPO activity and lower capital requirements. United Airlines will highlight travel demand trends amid yield and fuel cost pressures.

On Thursday (Oct 16), Charles Schwab and CSX Corp report. Schwab’s trading activity, client inflows, and resilience in net interest income will show how well it is navigating higher rates. CSX’s update under new CEO Steve Angel will be watched for strategy amid ongoing rail consolidation.

Friday (Oct 17) features American Express, where sustained spending could support the upper end of its 8–10% annual revenue growth target. Analysts will monitor travel recovery, credit trends, and marketing spend flexibility.

Macro focus shifts to the IMF–World Bank meetings (Oct 13–18), a busy lineup of central bank speeches, and Fed Chair Powell’s Oct 14 address. A U.S. government shutdown delays key releases like CPI (to Oct 24), spotlighting softer data such as NFIB optimism, Empire Manufacturing, and the Beige Book. Bloomberg Economics projects muted job growth and easing inflation pressures, supporting expectations of a Fed rate cut by late October and a shift toward cyclical sectors.