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Report published September 25, 2026

Macro Week Ahead: Week of September 28, 2026 – J.P. Morgan US Market Intelligence

J.P. Morgan · September 25, 2026

This J.P. Morgan US Market Intelligence report outlines key global and US macroeconomic releases, corporate earnings, and political catalysts for the week of September 28, 2026. Critical events include US Non-Farm Payrolls, ISM Manufacturing, GDP/PCE revisions, and corporate results 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 Non-Farm Payrolls, the Unemployment Rate, ADP Employment, ISM Manufacturing, and BEA GDP/PCE revisions.
  • 2.Corporate earnings across the week include reports from Micron Technology (MU), Nike (NKE), CarMax (KMX), Carnival (CCL), and McCormick (MKC).
  • 3.Global calendar releases include Eurozone CPI/PPI, German unemployment, UK GDP revisions, and Japanese Tankan and industrial production figures.

Table of Contents

  • US CALENDAR
  • ECONOMICS
  • EARNINGS
  • GLOBAL CALENDAR
  • AI / TECH CATALYSTS
  • POLITICAL CATALYSTS
  • J.P. Morgan Global Market Intelligence Contacts

Report data

Data Assets & Alpha Group Platforms and Distribution

MetricEstimateContext
NFP, Unemployment Rate, and Average Hourly Earnings release date2026-10-02OCT 2 – NFP, Unemployment Rate and Average Hourly Earnings at 8.30am ET
Federal Reserve FOMC Meeting DatesOct 28, Dec 9Upcoming Federal Reserve decision dates

Reports in this series

Macro Week Ahead is shown in chronological order through this edition, published on September 25, 2026.

Part of the Macro Week Ahead series — view all 7 editions

Looking for the latest edition? MACRO WEEK AHEAD WEEK OF OCTOBER 12 (Oct 9, 2026)

  1. Aug 31JPM US Market Intelligence | Macro Week Ahead
  2. Sep 7JPM US Market Intelligence | Macro Week Ahead
  3. Sep 14JPM US Market Intelligence | Macro Week Ahead
  4. Sep 21MACRO WEEK AHEAD WEEK OF SEPTEMBER 21

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