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⏱ Heads-up ◆ Mixed CPI Listen · Pro

Week ahead: Q3 bank earnings kick off earnings season + September CPI — the rate-path double header

What happened

Next week brings the first big test of both sides of the rate-path trade. JPMorgan, Goldman Sachs, Citigroup and Wells Fargo report Tuesday morning Oct 13, Morgan Stanley and Bank of America on Wednesday Oct 14. September CPI prints Wednesday Oct 14 at 8:30 AM ET — the last big inflation read before the Oct 27-28 FOMC. Also reporting: J&J, UnitedHealth, BlackRock.

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Who’s affected

  • JPM, GS, C, WFC, MS, BAC (bank Q3 earnings) / broad market and rate-sensitive equities (CPI)
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Smart Money Hub · build Oct 9, 2026, 2:02 PM EDT