Editor | Wu Blockchain

Verified as of October 10, 2026 (ET) | Coverage period: October 12–18, 2026 (ET)

The key events to watch this week:

Monday, October 12, 8:30 p.m. and 8:45 p.m. ET | Broadcom and NVIDIA Keynotes at OCP

Broadcom and NVIDIA will discuss open AI networking and AI factory infrastructure, with subsequent sessions covering optical interconnects, 800 VDC power and liquid cooling. Watch for compatibility standards, deployment timelines and efficiency gains, while distinguishing technology demonstrations from customer deployments.

Wednesday, October 14, Before the U.S. Market Open | ASML Q3 Earnings

ASML previously guided to a third-quarter gross margin of 55%–57% and planned approximately 30% capacity increases for both low-NA EUV and DUV immersion systems in 2027. Orders, customer delivery schedules and updated guidance will indicate whether demand supports those expansion plans and sustained margins.

Wednesday, October 14, 8:30 a.m. ET | U.S. September CPI

August CPI rose 3.4% year over year and 0.4% month over month, with gasoline accounting for more than one-third of the monthly increase; core CPI rose 0.3% month over month. September’s report will show whether energy pressure persists and whether shelter and other core services also accelerate, potentially changing rate expectations.

Thursday, October 15, 8:30 a.m. ET | U.S. September PPI, Retail Sales and Weekly Jobless Claims

The simultaneous releases will update producer prices, consumer spending and labor-market conditions. Focus on cost pressures, retail spending beyond autos and gasoline, and the four-week average of initial claims to distinguish underlying changes from price effects or weekly volatility.

Thursday, October 15, Noon ET | EIA Petroleum Inventories

The Columbus Day holiday delays this report, which covers the week ended October 9. Crude, gasoline and distillate inventories should be assessed alongside refinery utilization and trade flows to distinguish supply adjustments from changes in end-user demand.

Thursday, October 15, 11:30 p.m. ET | Warsh’s Discussion with IMF Managing Director Georgieva

Fed Chair Kevin Warsh and IMF Managing Director Kristalina Georgieva will discuss forces reshaping the global economy. Following the inflation and spending releases, watch for changes in Warsh’s assessment of inflation, growth and the policy path; the official agenda does not promise discussion of a specific rate decision.

Bottom line:

The key question in this week’s U.S. data is whether prices, spending and employment point in the same direction. Persistent core inflation alongside resilient consumption could strengthen expectations for further tightening; weaker spending without easing price pressure would make the Fed’s trade-off more difficult. EIA inventories add context on energy supply and demand, while Warsh’s discussion may clarify how he interprets economic developments.