Monday 10/6

Four S&P 500 index companies release earnings this week. It will be the calm before the storm, as third-quarter earnings season unofficially kicks off on Oct. 14, with the big banks reporting. Constellation Brands announces quarterly results on Monday, followed by McCormick on Tuesday. Delta Air Lines and PepsiCo hold conference calls to discuss earnings on Thursday.

Wednesday 10/8

The Federal Open Market Committee releases the minutes from its mid-September monetary-policy meeting. The FOMC cut the federal-funds rate by a quarter of a percentage point to 4%-4.25% at that confab, with newly appointed Fed governor Stephen Miran dissenting in favor of a half-a point rate cut. Traders are fully expecting another quarter-point cut at the FOMC's late-October meeting.

Friday 10/10

The University of Michigan releases its Consumer Sentiment survey for October. Consensus estimate is for a 54.5 reading, slightly less than September's 55.1. Consumers' expectations for the year-ahead inflation was 4.7% in September, and 3.7% for longer-run inflation. There has been a deep disconnect for several years between a rising stock market and dour consumer sentiment.

To subscribe to Barron's, visit http://www.barrons.com/subscribe

(END) Dow Jones Newswires

October 03, 2025 21:30 ET (01:30 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.