Data calendar.
Updated 25 Oct 2026.
Upcoming results and data releases we track. Dates marked to confirm are not yet announced by the publisher.
- Wed 28 Oct. Fed rate decision. Resolves the prediction markets on the October Fed meeting; market-implied odds favour a hold.
- Thu 29 Oct. Brunswick Q3 2026 results. US boat demand for the top of the market panel.
- Thu 29 Oct. Textron Q3 2026 results. Textron Aviation backlog and jet deliveries for the top of the market panel.
- Late Oct, date to confirm. ECB rate decision. Resolves the prediction markets on the October ECB meeting.
- Tue 27 Oct. French Assemblée vote on the 2027 social security budget. A tax heavy outcome or a failed vote feeds France risk and pressure on French listed groups.
- Sun 1 Nov. Macau gross gaming revenue, October (DICJ). Updates the China demand panel; DICJ publishes on the 1st of each month.
- Tue 3 Nov. Assemblée vote on the revenue half of the 2027 budget. Any new levy on large companies or wealthy households would hit LVMH, Hermès and Kering sentiment.
- Thu 12 Nov. Burberry interim results. First read on UK and aspirational demand after a soft summer.
- Fri 13 Nov. Richemont half year results. Tells us if jewellery growth held up after the strong spring.
- Tue 17 Nov. Assemblée vote on the full 2027 budget. Censure risk. A government fall would add to French market stress.
- Mid Nov, date to confirm. China October retail sales. Gold and jewellery sales fell 9.6% in September. Another drop would confirm the China read.
- Around 19 to 20 Nov, date to confirm. Swiss watch exports for October (FH). Shows whether the US rebound is more than a base effect.
- Fri 27 Nov. S&P review of France. A downgrade would weigh on French assets in general.
- Late Jan 2027, date to confirm. LVMH full year 2026 results. The big one: does fashion and leather stop shrinking.
- Thu 12 Feb 2027. Hermès full year 2026 results. Leather goods versus everything else, again.
- Wed 9 Dec. Fed rate decision. Prediction markets price a 25bp hike.
- Thu 17 Dec. ECB rate decision. Prediction markets price a 25bp hike, on light trading.
