Week Ahead: September CPI, Retail Sales and PPI Headline the Calendar
The Oct. 12-16 calendar includes September CPI on Oct. 14, retail sales and PPI on Oct. 15, plus existing home sales, the Beige Book and Fed speeches.
The U.S. economic calendar for the week of Oct. 12 to Oct. 16 features inflation, consumer spending and housing data, according to the schedule as of Oct. 11. Dates below follow the calendar's UTC timestamps; estimates are consensus figures, and no results are included.
On Oct. 13, existing home sales for September are expected at 3.95 million, compared with 3.93 million previously, a month-over-month change of -0.3% after -3.2%. The OPEC monthly report is also due, and Fed speeches are scheduled from Waller, Barkin and Collins.
The September consumer price index is scheduled for Oct. 14. The consensus calls for a 0.6% monthly rise in headline CPI, after 0.4%, and a 3.6% annual rate, up from 3.4%. Core CPI is expected to rise 0.2% on the month, versus 0.3% previously, with an annual rate of 2.5% compared with 2.4%. The Beige Book is also due that day, along with the MBA 30-year mortgage rate, which stood at 7.49% in the prior reading.
Oct. 15 brings September retail sales, forecast to rise 0.3% month over month after a 1.3% gain, with the ex-autos measure seen at 0.5%. The producer price index is expected at 0.5%, and core PPI at 0.3%. The NY Empire State manufacturing index is forecast at 10.3 and the Philadelphia Fed index at 28.4. Initial jobless claims carry an estimate of 200,000. Investopedia's weekly preview was headlined “What to Expect in Markets This Week: Big Bank Reports Fire Up Earnings Season; Inflation, Retail Sales Figures Land.”
On Oct. 16, industrial production for September is expected to rise 0.4%, import prices 0.8% and export prices 1%. The September budget balance is forecast at -$29 billion, compared with -$167 billion previously, and net long-term TIC flows for August are estimated at $75.2 billion. A speech by Fed official Goolsbee is also on the calendar.
Data
| Date | Event | Estimate | Previous |
|---|---|---|---|
| 2026-10-13 | Existing Home Sales (Sep) | 3.95 M | 3.93 M |
| 2026-10-13 | Existing Home Sales MoM (Sep) | -0.3% | -3.2% |
| 2026-10-14 | Core Inflation Rate MoM (Sep) | 0.2% | 0.3% |
| 2026-10-14 | Inflation Rate MoM (Sep) | 0.6% | 0.4% |
| 2026-10-14 | Core Inflation Rate YoY (Sep) | 2.5% | 2.4% |
| 2026-10-14 | Inflation Rate YoY (Sep) | 3.6% | 3.4% |
| 2026-10-15 | Retail Sales MoM (Sep) | 0.3% | 1.3% |
| 2026-10-15 | NY Empire State Manufacturing Index (Oct) | 10.3 | 7.6 |
| 2026-10-15 | Retail Sales Ex Autos MoM (Sep) | 0.5% | 1.4% |
| 2026-10-15 | Retail Sales YoY (Sep) | 5.2% | 5.6% |
| 2026-10-15 | Retail Sales Ex Gas/Autos MoM (Sep) | 0.2% | 1.1% |
| 2026-10-15 | Producer Price Index MoM (Sep) | 0.5% | 0.5% |
| 2026-10-15 | Initial Jobless Claims (Oct/10) | 200 K | 198 K |
| 2026-10-15 | Continuing Jobless Claims (Oct/03) | 1710 K | 1714 K |
| 2026-10-15 | Jobless Claims 4-Week Average (Oct/10) | 199 K | 198.25 K |
Data: FMP, FRED. Figures are close-to-close unless stated.
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