Weekly US Equity Macro Outlook Highlights (Nov 9–13)
2026/11/09 02:01
November 9 (Monday)
- 23:00: US September Wholesale Sales MoM;
- 23:00: Chicago Fed President Goolsbee speaks; 01:15 next day: Richmond Fed President Barkin speaks;
- ★★ Barrick Mining, Constellation Energy, KKR, monday.com report pre-market;
- ★★ Rocket Lab, AST SpaceMobile, Trump Media, Hims & Hers, Occidental Petroleum, Quantum Computing report after-hours.
November 10 (Tuesday)
- ★★★★★ 21:30: US October CPI (headline and core MoM both expected +0.3%); 21:15: ADP Employment Change for week ending Oct 24;
- 17:00: Fed Governor Waller speaks; 22:35: Dallas Fed President Logan speaks; Kansas City and Philadelphia Fed presidents speak the following day;
- ★★★★ CoreWeave, Firefly Aerospace, Rigetti Computing report after-hours;
- ★★ On Holding, D-Wave Quantum, Sea, Vodafone report pre-market; US-Russia-Ukraine talks begin in Abu Dhabi.
November 11 (Wednesday)
- US-Russia-Ukraine working-level talks continue in Abu Dhabi;
- ★★ Corteva, Enosi report after-hours;
- ★ Applied Aerospace & Defense, RUM Group report pre-market.
November 12 (Thursday)
- 21:30: US Initial Jobless Claims for week ending Nov 7; 23:00: October Existing Home Sales (annualized);
- 22:00: Cleveland Fed President Mester speaks; Goolsbee, San Francisco Fed President Daly, and New York Fed President Williams speak the following day;
- ★★★★ Applied Materials, Cisco, Cerebras Systems, Virgin Galactic report after-hours;
- ★★ NEBIUS, Ondas, Nu Holdings, Brookfield report pre-market.
November 13 (Friday)
- ★★★★★ 21:30: US October PPI;
- San Francisco Fed President Daly and Fed Vice Chair Jefferson speak the following day;
- ★ Lithium Americas reports pre-market.
*This week’s core themes for US equities center on validation of October CPI and PPI inflation data, dense Fed official commentary amid rising December rate-hike expectations, and a cluster of AI capital-expenditure chain earnings including CoreWeave and Applied Materials, with heightened market volatility expected.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Will AI "sinking" risks drag down the US dollar?
BofA Hartnett: Election signals "AI peak," Wall Street's "bull market beliefs collapse one by one"
Bank of America chief strategist Hartnett has identified the US election as a historic turning point marking the peak concentration of “AI stocks”: the market cap of the top ten AI giants has reached a high of 41%, equal to that of the internet bubble era. Wall Street's four major bull market beliefs—“the Fed not raising rates, Democrats not sweeping, no reduction in AI capital expenditure, and no economic recession”—are falling one by one. Looking ahead, gold is expected to outperform oil, tech bonds to outperform tech stocks, and there is optimism for technology stocks in Europe and China.
