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The Week Ahead Research

Finvaulta tracks 313 research reports on The Week Ahead, updated through October 5, 2026. Latest: Fixed Income Weekly Primer.

Institutional research on The Week Ahead covering macro, government bonds, equities, and foreign exchange, from Goldman Sachs, J.P. Morgan, Deutsche Bank, and UBS. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

Fixed Income Weekly Primer

Raymond James·Oct 5, 2026

Weaker labor indicators and cooler Core PCE inflation drove a sharp decline in market expectations for an October FOMC rate hike from ~70% to ~22%. Despite this, Treasury yields steepened, led by a 14 bps increase in the 30-year yield ahead of heavy Treasury auction supply.

Compare with the previous edition (Sep 21, 2026)

Calm Start to the Week After a Turbulent Friday

SEB·Oct 5, 2026

Global markets started the week calmly following Friday's weak US employment data, which lowered expectations for October Fed and ECB rate hikes to 15–20%. In the Nordics, attention turns to Swedish inflation and GDP data, Norwegian CPI-ATE, and SEB's Housing Price Indicator, which rose 2 points to 43.

Compare with the previous edition (Sep 30, 2026)

What to Watch in the Week Ahead

UBS·Oct 5, 2026

UBS evaluates the macro landscape as US 10-year yields hover near multi-decade highs and European sovereign spreads widen amid fiscal scrutiny. The bank maintains an Attractive stance on fixed income—favoring short- to intermediate-term maturities—remains positive on Eurozone equities, and recommends diversified allocations to hedge funds.

Compare with the previous edition (Sep 28, 2026)

The Weekly Brief

J.P. Morgan·Oct 5, 2026

US private equity inventory is steadily aging, with over 13,000 backed companies and almost one in seven held for a decade or more. Although exit markets are beginning to recover, valuation discrepancies continue to delay realizations and heighten pressure to return capital to investors.

Compare with the previous edition (Sep 28, 2026)

GS Morning: Brazil Elections, EUR/USD, EU Econ on Sovereign Stress, ECB Reaction Function, and Week Ahead Previews

Goldman Sachs·Oct 5, 2026

Flávio Bolsonaro outperformed polls in Brazil's first-round presidential election with 47.1% against Lula's 45.1%, triggering an immediate ~4-5% rally in BRL futures. In Europe, escalating sovereign fiscal stress in France and Italy is driving EUR/USD weakness and tightening financial conditions, reducing the need for aggressive ECB rate hikes.

Compare with the previous edition (Aug 14, 2026)

Weekly US Earnings Estimates

Newsquawk·Oct 4, 2026

This report outlines US earnings estimates for the week of October 5–9, 2026. Featured reporting companies include Constellation Brands, PepsiCo, and Delta Air Lines.

Compare with the previous edition (Sep 21, 2026)

Selected research

Selected for relevance; publication dates show when each report was written.

Weekly Economic Calendar

Newsquawk·Oct 4, 2026

This weekly economic calendar from Newsquawk details scheduled macroeconomic data, central bank speaker appearances, sovereign debt auctions, and earnings releases for October 4–9, 2026. Highlights include the FOMC and ECB meeting minutes, US ISM Services PMI, and US Treasury debt supply across 3-year, 10-year, and 30-year tenors.

US Week Ahead

Goldman Sachs·Oct 4, 2026

This report previews the US macroeconomic calendar for October 5–11, highlighting the August trade balance release, September ISM services, and the September FOMC meeting minutes. It also summarizes scheduled remarks from numerous Federal Reserve officials across the week.

Economic Calendar

Berenberg·Oct 2, 2026

Berenberg's weekly economic calendar highlights key data and central bank events for the week of 4–11 October 2026. Major focal points include global services PMIs, the US ISM services index, August US trade balance, and the FOMC September meeting minutes.

CEEMEA Week Ahead: NBP, CBK and NBR on Hold; CPI Across the Region

Goldman Sachs·Oct 2, 2026

Goldman Sachs expects the NBP (+3.75%), CBK (+8.75%), and NBR (+6.50%) to keep policy rates on hold during the upcoming week. While September headline CPI prints across CEEMEA are being pushed higher by energy and fuel costs, the authors view market pricing for policy tightening across the region as excessively hawkish.

Systematic Flows Monitor: CTAs Ride the Equity Rally While Holding Stretched UST Shorts and Buying USD

Bank of America·Sep 25, 2026

Systematic strategies could sell $84bn in global equities in a down market over the coming week while buying only $4bn in an up market, as CTA positioning is already stretched long in major equities, short in Treasuries, and long the US dollar. Leveraged and inverse ETFs and option hedger gamma continue to act as potential volatility and flow catalysts.

Macro Week Ahead: Week of September 28, 2026

J.P. Morgan·Sep 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.