Report published September 25, 2026

J.P. Morgan: Macro Week Ahead (Week of September 28, 2026)

J.P. Morgan · September 25, 2026

J.P. Morgan's Macro Week Ahead outlines key macroeconomic releases, earnings announcements, and geopolitical catalysts for the week of September 28, 2026. Highlights include US Nonfarm Payrolls, ISM Manufacturing, and global inflation prints alongside earnings from Micron and Nike.

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Finvaulta summarizes J.P. Morgan's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.Key US labor and activity data dominate the week of September 28, headlined by JOLTS, ADP employment, ISM Manufacturing, and the September Nonfarm Payrolls report on October 2.
2.Global central bank inputs and macro prints feature UK and Canada GDP revisions, Eurozone and German CPI/PPI, and Japanese Tankan and retail data.
3.Q3 earnings announcements for the week include Jefferies (JEF), CarMax (KMX), Carnival (CCL), Micron (MU), and Nike (NKE).

US CALENDAR
ECONOMICS
EARNINGS
GLOBAL CALENDAR
NEAR TERM CATALYSTS
AI / TECH CATALYSTS
POLITICAL CATALYSTS

Report data

DA&A / JPM Markets Distribution Platforms

Metric	Estimate	Context
Nonfarm Payrolls (NFP) Release	October 2, 2026 at 8:30am ET	Scheduled release date and time for US NFP, Unemployment Rate, and Average Hourly Earnings.
Federal Reserve FOMC Meeting Dates	Oct 28, Dec 9	Upcoming FOMC rate decision dates listed under near-term catalysts.