Overview of Key Events This Week
The informal meeting of APEC leaders is about to convene, with the leaders of China and the United States set to travel to South Korea.
The 2025 Asia-Pacific Economic Cooperation (APEC) Informal Leaders' Meeting will be held in Gyeongju, North Gyeongsang Province, South Korea, from October 31 to November 1. The leaders of China and the United States will travel to South Korea.
On October 24, regarding whether the leaders of China and the United States will hold a meeting during the APEC summit, Chinese Foreign Ministry spokesperson Guo Jiakun stated that both sides are maintaining close communication on the matter. Further updates will be released by China in a timely manner if available.
The Federal Open Market Committee (FOMC) of the Federal Reserve will announce its interest rate decision, followed by a press conference on monetary policy led by Powell.
On October 30, the Federal Reserve will hold its interest rate meeting. The market widely anticipates a 25-basis-point rate cut, which would lower the federal funds rate to a range of 3.75%–4.00%, particularly after recent U.S. inflation data came in below expectations.
Despite ongoing concerns in the market that tariffs could increase inflationary pressures, recent signs of weakness in the U.S. labor market have fully priced in expectations for a Federal Reserve rate cut. Analysts at Allianz Research noted in their report: 'Persistent softness in the labor market remains the Fed's primary concern.'
Investors will focus on the Federal Reserve’s wording in its statement following the decision to glean signals on the magnitude and pace of future rate cuts. Data from the London Stock Exchange Group (LSEG) shows that U.S. money markets have fully priced in expectations of another Federal Reserve rate cut in December.
China and the United States will hold economic and trade consultations in Malaysia from October 24 to 27.
According to CCTV News, following consultations between China and the United States, He Lifeng, member of the Political Bureau of the Central Committee of the Communist Party of China and Vice Premier of the State Council, will lead a delegation to Malaysia from October 24 to 27 to hold economic and trade consultations with the U.S. side. Both parties will conduct discussions on key issues in Sino-U.S. economic and trade relations based on the important consensuses reached during the leaders’ multiple phone calls this year.
The 2025 Financial Street Forum Annual Meeting opens, with key officials from 'One Bank, Two Bureaus, and One Commission' delivering keynote speeches.
The 2025 Financial Street Forum Annual Meeting will be held from October 27 to 30 at Beijing's Financial Street, featuring keynote speeches by key officials from 'One Bank, Two Bureaus, and One Commission.' The event is jointly organized by the Beijing Municipal Government, the People’s Bank of China, the National Financial Supervisory Administration, the China Securities Regulatory Commission, Xinhua News Agency, and the State Administration of Foreign Exchange.
The U.S. federal government remains shut down, causing delays in the release of numerous economic data.
As the U.S. federal government remains shut down, Allianz estimates this could have reduced the annualized GDP growth rate for Q4 by 0.45 percentage points. Official economic data releases continue to be delayed, including September durable goods orders, Q3 GDP, weekly initial jobless claims, and September personal consumption expenditure (PCE) inflation figures. Investor attention will shift to the October Conference Board Consumer Confidence Index, scheduled for release on Tuesday.
Super Earnings Week Arrives! Tech Giants Including Meta Platforms, Microsoft, Apple, Amazon, and Google Set to Dominate the Spotlight.
At the end of October, the U.S. stock market will see the most concentrated wave of earnings reports from the 'Magnificent Seven,' $Microsoft (MSFT.US)$ 、 $Meta Platforms (META.US)$ 、 $Alphabet-A (GOOGL.US)$ is scheduled to release its quarterly earnings after the U.S. market closes on October 29, $Apple (AAPL.US)$ and $Amazon (AMZN.US)$ followed by the release of results after the U.S. market closes on October 30.
Additionally, $HSBC HOLDINGS (00005.HK)$ 、 $UnitedHealth (UNH.US)$ 、 $BYD COMPANY (01211.HK)$ 、 $Eli Lilly and Co (LLY.US)$ 、 $Coinbase (COIN.US)$ Well-known individual stocks will also release their earnings reports陆续 next week.
Jensen Huang delivers a speech at the NVIDIA GTC Conference in Washington, D.C.
The keynote speech at the NVIDIA GTC Conference in Washington, D.C., will begin at 0:00 AM Beijing Time on October 29, 2025 (12:00 PM local time on October 28). $NVIDIA (NVDA.US)$ NVIDIA CEO Jensen Huang will deliver a live keynote speech at the Walter E. Washington Convention Center.
Key Earnings Calendar for the Upcoming Week
Further Reading:[Prize] Explosive Week of Earnings! Major U.S. Tech Giants Report, Quick Summary of Weekly Results (October 27 - October 31)
Monday, October 27
Keywords: 2025 Financial Street Forum Annual Meeting, Trump's visit to Japan, Dipu Technology/Bamboo Leaf Tea/Cambridge Technology/Sany Heavy Industry grey market
On Monday, key financial events include the 2025 Financial Street Forum Annual Meeting, held from October 27 to 30, where senior officials from relevant regulatory agencies will deliver keynote speeches. Additionally, U.S. President Trump is visiting Japan until October 29.
In terms of new listings, $DEEPEXI TECH (01384.HK)$ 、 $BAMA TEA (06980.HK)$ 、 $CIG (06166.HK)$ 、 $SANY HEAVY IND (06031.HK)$ The dark pool trading for the four new Hong Kong stock listings will commence at 16:15.
Tuesday, October 28
Keywords: U.S. Conference Board Consumer Confidence Index, Hsbc Holdings/UnitedHealth earnings
On Tuesday, in terms of economic data, the U.S. will release the Conference Board Consumer Confidence Index for October.
Regarding earnings, $UnitedHealth (UNH.US)$ 、 $SoFi Technologies (SOFI.US)$ will release earnings before the U.S. stock market opens on the same day. Additionally, $HSBC HOLDINGS (00005.HK)$ will also announce earnings on the same day.
October 29, Wednesday
Keywords: Trump’s visit to South Korea and attendance at the APEC summit, NVIDIA GTC Conference, Microsoft/Google/Meta earnings, Hong Kong Stock Exchange closed for trading
On Wednesday, in terms of financial events, U.S. President Trump will visit South Korea and attend the Asia-Pacific Economic Cooperation (APEC) Leaders’ Summit held in South Korea. In addition, $NVIDIA (NVDA.US)$ Jensen Huang will host NVIDIA's GTC conference in Washington, D.C., and deliver a keynote speech.
Regarding earnings, $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Meta Platforms (META.US)$ Major technology giants are set to announce their earnings after the U.S. stock market closes.
In terms of market closures, the Hong Kong stock market will be closed for one day due to the Chongyang Festival.
Thursday, October 30
Keywords: Fed interest rate decision, Apple/Amazon/Coinbase/Eli Lilly and Co earnings
On Thursday, in terms of financial events, the Federal Reserve will announce its interest rate decision at 2:00 a.m., followed by a press conference on monetary policy chaired by Fed Chair Powell.
Regarding earnings, $Eli Lilly and Co (LLY.US)$The performance will be announced before the US stock market opens, and$Strategy (MSTR.US)$ 、 $Coinbase (COIN.US)$ 、 $Apple (AAPL.US)$ 、 $Amazon (AMZN.US)$ are scheduled to release earnings after the US market closes. Additionally, $BYD COMPANY (01211.HK)$ will also announce earnings on the same day.
Friday, October 31
Keywords: China's Official Manufacturing PMI, APEC Summit
On Friday, in terms of economic data, China will release the official manufacturing PMI for October.
In terms of financial events, the APEC Leaders' Summit will be held.
In terms of new listings, $MININGLAMP-W (02718.HK)$ The gray market trading will commence at 16:15.
Stay ahead of major financial events and discover investment opportunities early! Open Futubull > Market > US Stocks >Economic Calendar/Selected macroeconomic data, seize the investment opportunity!
In the new week, I wish fellow investors successful investments!
Editor/Jeffy
