The U.S. government shutdown is entering its fifth week, and it is uncertain whether some economic data will be released on schedule.
This week, the market focus is on the Federal Reserve meeting, where a 25bps rate cut is widely expected.
The Q3 2025 earnings season is at its peak, with 175 S&P 500 companies reporting results, including 11 Dow Jones components.
The five major tech companies — AAPL, MSFT, AMZN, GOOGL, and META — will be the key highlights.
As of Friday, 29% of S&P 500 companies have reported earnings, showing +9.2% YoY growth in profit and +7.0% in revenue, both above market expectations.
The current forward P/E ratio for the S&P 500 is 22.7.
Key Events This Week
Monday: Durable Goods Orders.
Earnings: NXPI, WM, NUE, NOV.
Tuesday: Consumer Confidence Index, House Price Index.
Earnings: V, UNH, NVS, BKNG, AMT, RCL, SHQ, MDLZ, UPS, GLW, PYPL, REGN, EA, STX, DHI, CHKP, INCY.
Wednesday: Wholesale and Retail Inventories, Goods Trade Balance, Pending Home Sales, FOMC meeting results and Powell press conference.
Earnings: MSFT, GOOGL, META, CAT, NOW, BA, VZ, KLAC, UBS, ADP, MELI, CVS, SBUX, GSK, CP, CMG, PSX, EBAY.
Thursday: Initial Jobless Claims, Q3 GDP.
Earnings: AAPL, AMZN, LLY, MA, MRK, SPGI, GILD, MO, COIN, MSTR, NET, ALNY, WDC, TEAM, RDDT, EL, FSLR, BIIB, Z, ILMN.
Friday: September PCE and Core PCE Price Index, Chicago Business Index.
Earnings: XOM, ABBV, CVX, LIN, MGA, etc.
Earnings Outlook
For large S&P 500 companies:
• Q1–Q2 2025: Profit +13.3% and +12%, Revenue +4.9% and +6.5%.
• Q4 2025–Q2 2026 (forecast): Profit +7.5%, +11.9%, +12.8%; Revenue +6.4%, +7.2%, +6.5%.
• FY2025: Profit +11.0%, Revenue +6.2%.
• FY2026: Profit +13.9%, Revenue +6.6%.
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