Report published September 25, 2026
UBS European Contextual Diary: Upcoming Events (Commencing 28 September 2026)
UBS · September 25, 2026
UBS presents its European Contextual Diary previewing corporate, macroeconomic, and political events for the weeks of 28 September to 9 October 2026. Analysts highlight positive catalysts for TotalEnergies and British American Tobacco, and a negative catalyst for BMW ahead of their upcoming Capital Markets Days.
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Finvaulta summarizes UBS'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.European equities are entering a heavy Capital Markets Day (CMD) period over the coming two weeks, with 17 corporate events scheduled for the week commencing 28 September.
- 2.UBS equity analysts identify potential positive catalysts for TotalEnergies (Investor Day on 28 Sep) and British American Tobacco (CMD on 29-30 Sep).
- 3.UBS equity analysts identify BMW as a potential negative catalyst ahead of its Capital Markets Day scheduled for 29-30 September.
Table of Contents
- Upcoming Events (Commencing 28 September)
- Week of 28 Sep - 2 Oct 2026
- Week of 5 - 9 Oct 2026
- Other Published Previews (Events beyond 2 Oct)
- Macro-economic Events 28 Sep - 2 Oct 2026
- Macro-economic Events 5 - 9 Oct 2026
- Political and Central Bank Events 28 Sep - 2 Oct 2026
- Political and Central Bank Events 5 - 9 Oct 2026
Report data
Figure 1: Key events for the week ahead
| Metric | Estimate | Context |
|---|---|---|
| Number of corporate events scheduled for the coming week | 17 events | Lined up for the coming week across European coverage. |
| Germany Retail Sales sa (UBS Forecast) | -2.4% | UBS economic forecast for Germany retail sales y-o-y. |
Reports in this series
European Contextual Diary is shown in chronological order through this edition, published on September 25, 2026.
Part of the European Contextual Diary series — view all 12 editions
Looking for the latest edition? UBS Week ahead (Oct 9, 2026)
- Jul 3UBS European Contextual Diary
- Jul 10UBC Week Ahead
- Sep 4uec95471
- Sep 18UBS Week Ahead
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