CAG
Conagra Brands, Inc.
stock NYSE

KFT, MKC, CAG, showing from CPE today how bad fuel prices and the consumer friction on pricing power for food.
If you really think the consumer is going to pay for some AI subscription when they have to check out at the grocery store and gas station and then pay their rent. 
This whole ROI on AI build out is deviating from mainstream spending. If inflation was not so bad then innovation could catch up.
 There are going to be some big losers Chatgpt is probably the one being so consumer focused

# Today is Wednesday, the 30th of September
## Upcoming events for Wednesday, September 30th
- Stock splits:
- ZCSH @ **3:1**
- SHFS @ **1:12**
- DHY @ **1:10**
- Expected earnings:
AACG, BSET, CAG, CALM, CLGN, DSWL, FDS, GAUZ, GURE, HTT, JBL, LKSP, MU, NBP, PRGS, RYDE, SA, SJ, YRD
- Ex-div:
AAAP, ACBE, ACBH, AFCG, AGNC, AIPI, AOHY, BANF, BANFP, CARY, CCAP, CEPI, CGBD, CHAD, CHTRP, CPHC, CVBF, DOX, DRH, ELE, ENSG, ESOA, EVPF, EVSD, EVYM, FBNC, FEPI, FLXS, FSV, FTSM, FULTP, HST, ISTR, JMID, JOYY, JSMD, JSML, LECO, LINE, LRND, MBS, MDLZ, MPWR, MST, OFLX, PBSC, QDTY, QLDY, QSIX, RDTY, REFI, RMCO, SATA, SDTY, SRBK, STLD, STRC, SUNS, TRBF, TSYX, UMBFO, UYLD, VOXR, WAFDP, WRND, WTW, XRX, YORW, YRAM
- Economic events and announcements:
- API Weekly Crude Oil Stock (actual: 1.019M, consensus: -1.900M, previous: 1.786M)
- CB Consumer Confidence (actual: 81.9, consensus: 89.2, previous: 88.6)
- Dallas Fed Services Revenues (actual: -0.9, previous: 6.6)
- FOMC Member Bowman Speaks
- FOMC Member Williams Speaks
- Fed Goolsbee Speaks
- Fed Vice Chair for Supervision Barr Speaks
- Fed Waller Speaks
- House Price Index (actual: 0.3%, consensus: 0.1%, previous: 0.0%)
- House Price Index (actual: 2.6%, previous: 2.3%)
- House Price Index (actual: 443.5, previous: 442.3)
- JOLTS Job Openings (actual: 7.079M, consensus: 7.230M, previous: 7.335M)
- Redbook (actual: 8.2%, previous: 7.6%)
- S&P/CS HPI Composite - 20 n.s.a. (actual: 0.0%, previous: 0.4%)
- S&P/CS HPI Composite - 20 n.s.a. (actual: 2.5%, consensus: 2.2%, previous: 2.2%)
- S&P/CS HPI Composite - 20 s.a. (actual: 0.3%, previous: 0.3%)
- Texas Services Sector Outlook (actual: -1.8, previous: 4.2)
## Upcoming events for Thursday, October 1st
- Stock splits:
- BGM @ **1:30**
- KUST @ **1:10**
- MYPS @ **1:10**
- Expected earnings:
ACN, ALAR, ANGO, AYI, BTTC, CMMB, DAVA, EONR, HUBG, IH, IPST, ITP, MKC, MKC.V, NKE, SMXT, VFS, VRAX
- Ex-div:
ADAML, ADAMM, ADAMN, ADAMZ, AGNCL, AGNCM, AGNCN, AGNCO, AGNCP, AGNCZ, ANDE, CHAD, CPB, CWCO, FULT, HBANL, HBANP, HOVNP, INBK, PEGA, PLPC, SATA, THFF, VLGEA, VSNT, WASH, WTFCN
- Economic events and announcements:
- ADP Nonfarm Employment Change (consensus: 73K, previous: 38K)
- Atlanta Fed GDPNow (consensus: 5.0%, previous: 5.0%)
- Chicago PMI (consensus: 51.2, previous: 47.1)
- Core PCE Price Index (consensus: 0.3%, previous: 0.2%)
- Core PCE Price Index (consensus: 3.3%, previous: 3.3%)
- Core PCE Prices (consensus: 3.60%, previous: 4.40%)
- Corporate Profits (consensus: 8.2%, previous: 0.5%)
- Crude Oil Imports (previous: 0.369M)
- Crude Oil Inventories (consensus: -0.700M, previous: 2.969M)
- Cushing Crude Oil Inventories (previous: 2.266M)
- Dallas Fed PCE (previous: 2.20%)
- Distillate Fuel Production (previous: -0.068M)
- EIA Refinery Crude Runs (previous: -0.519M)
- EIA Weekly Distillates Stocks (previous: -0.428M)
- EIA Weekly Refinery Utilization Rates (previous: -2.8%)
- FOMC Member Barkin Speaks
- FOMC Member Kashkari Speaks
- Fed Goolsbee Speaks
- Fed Governor Cook Speaks
- GDP (consensus: 1.5%, previous: 2.1%)
- GDP Price Index (consensus: 6.4%, previous: 3.6%)
- GDP Sales (consensus: 2.2%, previous: 1.9%)
- Gasoline Inventories (previous: -1.686M)
- Gasoline Production (previous: -0.054M)
- Goods Trade Balance (consensus: -116.30B, previous: -118.80B)
- Heating Oil Stockpiles (previous: 0.346M)
- MBA 30-Year Mortgage Rate (previous: 7.12%)
- MBA Mortgage Applications (previous: -1.5%)
- MBA Purchase Index (previous: 154.9)
- Mortgage Market Index (previous: 227.3)
- Mortgage Refinance Index (previous: 611.0)
- PCE Price index (consensus: 3.7%, previous: 3.7%)
- PCE Prices (consensus: 5.3%, previous: 4.6%)
- PCE price index (consensus: 0.4%, previous: 0.2%)
- Personal Income (consensus: 0.5%, previous: 0.4%)
- Personal Spending (consensus: 0.8%, previous: 0.2%)
- Real Consumer Spending (consensus: 3.4%, previous: 0.5%)
- Real Personal Consumption (previous: 0.0%)
- Retail Inventories Ex Auto (previous: 0.8%)
- U.S. President Trump Speaks
- Wholesale Inventories (consensus: 0.5%, previous: 1.3%)
## Upcoming events for Friday, October 2nd
- Expected earnings:
CELU, ENLV, HTLM, LNAI
- Ex-div:
ALCO, ATNI, CHAD, CSCO, HBNC, LFMDP, MORN, PKBK, RGLD, ROP, SATA, THRM
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.850%)
- 8-Week Bill Auction (previous: 3.990%)
- Atlanta Fed GDPNow
- Challenger Job Cuts (previous: -38.5%)
- Challenger Job Cuts (previous: 52.881K)
- Construction Spending (consensus: 0.0%, previous: -0.5%)
- Continuing Jobless Claims (consensus: 1,730K, previous: 1,719K)
- FOMC Member Barkin Speaks
- FOMC Member Bowman Speaks
- FOMC Member Williams Speaks
- Fed Collins Speaks
- Fed Governor Cook Speaks
- Fed Governor Jefferson Speaks
- Fed Logan Speaks
- Fed Schmid Speaks
- Fed Waller Speaks
- Fed's Balance Sheet (previous: 6,748B)
- ISM Manufacturing Employment (previous: 51.2)
- ISM Manufacturing New Orders Index (previous: 53.7)
- ISM Manufacturing PMI (consensus: 54.8, previous: 54.6)
- ISM Manufacturing Prices (consensus: 72.9, previous: 71.1)
- Initial Jobless Claims (consensus: 201K, previous: 197K)
- Jobless Claims 4-Week Avg. (previous: 202.25K)
- Natural Gas Storage (consensus: 63B, previous: 53B)
- Reserve Balances with Federal Reserve Banks (previous: 2.969T)
- S&P Global Manufacturing PMI (consensus: 57.0, previous: 53.9)
## Upcoming events for Saturday, October 3rd
- Economic events and announcements:
- Average Hourly Earnings (YoY) (previous: 3.1%)
- Average Hourly Earnings (consensus: 0.3%, previous: 0.3%)
- Average Weekly Hours (consensus: 34.3, previous: 34.4)
- CFTC Aluminium speculative net positions (previous: -0.8K)
- CFTC Copper speculative net positions (previous: 90.5K)
- CFTC Corn speculative net positions (previous: 535.8K)
- CFTC Crude Oil speculative net positions (previous: 141.1K)
- CFTC Gold speculative net positions (previous: 225.9K)
- CFTC Nasdaq 100 speculative net positions (previous: 56.1K)
- CFTC Natural Gas speculative net positions (previous: -216.5K)
- CFTC S&P 500 speculative net positions (previous: -133.2K)
- CFTC Silver speculative net positions (previous: 25.4K)
- CFTC Soybeans speculative net positions (previous: 281.6K)
- CFTC Wheat speculative net positions (previous: -7.4K)
- Durables Excluding Defense (previous: 0.1%)
- Durables Excluding Transport (previous: 0.3%)
- Factory Orders (consensus: -0.1%, previous: 0.9%)
- Factory orders ex transportation (previous: 0.6%)
- Fed Logan Speaks
- Government Payrolls (previous: 35.0K)
- Manufacturing Payrolls (previous: 16K)
- Nonfarm Payrolls (consensus: 98K, previous: 162K)
- Participation Rate (previous: 61.6%)
- Private Nonfarm Payrolls (consensus: 85K, previous: 127K)
- Total Vehicle Sales (consensus: 16.60M, previous: 16.80M)
- U.S. Baker Hughes Oil Rig Count (previous: 455)
- U.S. Baker Hughes Total Rig Count (previous: 599)
- U6 Unemployment Rate (previous: 7.7%)
- Unemployment Rate (consensus: 4.1%, previous: 4.1%)
^^^^2026-09-30

This is very helpful, especially the distinction between the quarterly rebalances and the corporate-action cases.
I think we may be running into exactly the distinction you’re describing. For the March–September 2026 window I’m reconstructing, the scheduled S&P 500 rebalances are indeed March 23, June 22 and September 21, but there are also several intra-quarter constituent changes associated with spin-offs, acquisitions, mergers, etc.
For example, I’m seeing cases such as FDXF/EPAM and HONA/CAG where the security-level event dates don't line up with a quarterly rebalance.
A few things I’d love to clarify if you know them:
1. When you say an equity “stays until it is replaced, merged, or delisted,” do you mean that as a practical reconstruction rule, or do you have a specific S&P source for that rule?
2. For an acquisition for cash, do you know what source you would use to determine the exact S&P deletion date — the S&P announcement, expected delisting date, exchange notice, SEC filing, or something else?
3. Do you know whether S&P publishes a historical list of these intra-quarter corporate-action deletions, separate from the quarterly rebalance announcements?
4. For a merger where the surviving company is already an S&P 500 constituent, do you know how the historical constituent/security record is represented? Is the acquired security simply terminated and the surviving constituent's float/share count updated?
5. For a spin-off where the parent remains in the S&P 500 and the new spin-off becomes a constituent, do you know whether S&P treats the new security as a new constituent/security identity or as some form of continuation?
6. Do you know whether S&P's historical constituent data includes identifiers such as CUSIP/FIGI, or whether the public announcements are essentially the only way to reconstruct those mappings?
7. One thing I’m particularly curious about: if you had to reconstruct the drop-outs for a short historical window like March–September 2026 without access to a commercial historical constituent database, what would your source hierarchy be?
Would it be something like:
S&P announcements → SEC/exchange corporate-action records → ETF holdings as cross-check
or is there another source you would put between those layers?
The IVV monthly limitation makes sense to me. I’m mainly trying to avoid using it to resolve a genuine security-identity/effective-date ambiguity.

# Today is Tuesday, the 29th of September
## Upcoming events for Tuesday, September 29th
- Stock splits:
- AGRZ @ **1:20**
- CDT @ **1:25**
- ONMD @ **1:10**
- TRUG @ **1:10**
- VRME @ **1:10**
- Expected earnings:
AAME, AIR, ALPS, AREC, BRLS, BRTX, CCL, CNXC, ELME, GTEN, INTG, IPX, KMX, NAII, SEGG, TMQ, UEC, ZENA
- Ex-div:
CCSB, CNQQ, COWS, CSEN, DLCU, DOO, DUSG, DYNB, EGGQ, ERIC, FAAA, FCLO, FLDB, FMUB, FMUN, GKAT, HBDC, HCOW, ITRN, KAT, KIQQ, QVOL, RWIN, SATA, SWP, TDOT, THYP, TMB, TPLS, TSUI, UFO, WEEI, WRTH
- Economic events and announcements:
- 3-Month Bill Auction (actual: 4.110%, previous: 4.015%)
- 6-Month Bill Auction (actual: 4.285%, previous: 4.155%)
- Dallas Fed Mfg Business Index (actual: 9.8, previous: 11.6)
- FOMC Member Barkin Speaks
- FOMC Member Bowman Speaks
- Fed Governor Cook Speaks
## Upcoming events for Wednesday, September 30th
- Stock splits:
- ZCSH @ **3:1**
- SHFS @ **1:12**
- DHY @ **1:10**
- Expected earnings:
AACG, BSET, CAG, CALM, CLGN, DSWL, FDS, GAUZ, GURE, HTT, JBL, LKSP, MU, NBP, PRGS, PTN, RYDE, SA, SJ, YRD
- Ex-div:
AFCG, AGNC, BANF, BANFP, CCAP, CGBD, CHAD, CHTRP, CPHC, CVBF, DOX, DRH, ELE, ENSG, ESOA, FBNC, FLXS, FSV, FULTP, HST, ISTR, JOYY, LECO, LINE, MDLZ, MPWR, OFLX, REFI, RMCO, SATA, SRBK, STLD, STRC, SUNS, UMBFO, VOXR, WAFDP, WTW, XRX, YORW
- Economic events and announcements:
- API Weekly Crude Oil Stock (consensus: -1.900M, previous: 1.786M)
- CB Consumer Confidence (consensus: 89.2, previous: 89.4)
- Dallas Fed Services Revenues (previous: 6.6)
- FOMC Member Bowman Speaks
- FOMC Member Williams Speaks
- Fed Goolsbee Speaks
- Fed Vice Chair for Supervision Barr Speaks
- Fed Waller Speaks
- House Price Index (consensus: 0.1%, previous: 0.0%)
- House Price Index (previous: 2.3%)
- House Price Index (previous: 442.5)
- JOLTS Job Openings (consensus: 7.230M, previous: 7.271M)
- Redbook (previous: 7.6%)
- S&P/CS HPI Composite - 20 n.s.a. (consensus: 2.2%, previous: 2.1%)
- S&P/CS HPI Composite - 20 n.s.a. (previous: 0.4%)
- S&P/CS HPI Composite - 20 s.a. (previous: 0.2%)
- Texas Services Sector Outlook (previous: 4.2)
## Upcoming events for Thursday, October 1st
- Expected earnings:
ACN, ALAR, ANGO, AYI, BTTC, CMMB, DAVA, EONR, HUBG, IH, IPST, ITP, MKC, MKC.V, NKE, SMXT, VFS, VRAX
- Ex-div:
ADAML, ADAMM, ADAMN, ADAMZ, AGNCL, AGNCM, AGNCN, AGNCO, AGNCP, AGNCZ, ANDE, CHAD, CPB, CWCO, FULT, HBANL, HBANP, HOVNP, INBK, PEGA, PLPC, SATA, THFF, VLGEA, VSNT, WASH, WTFCN
- Economic events and announcements:
- ADP Nonfarm Employment Change (consensus: 70K, previous: 38K)
- Atlanta Fed GDPNow (consensus: 5.0%, previous: 5.0%)
- Chicago PMI (consensus: 51.3, previous: 47.1)
- Core PCE Price Index (consensus: 0.3%, previous: 0.2%)
- Core PCE Price Index (consensus: 3.4%, previous: 3.3%)
- Core PCE Prices (consensus: 3.60%, previous: 3.60%)
- Corporate Profits (consensus: 8.2%, previous: 8.2%)
- Crude Oil Imports (previous: 0.369M)
- Crude Oil Inventories (previous: 2.969M)
- Cushing Crude Oil Inventories (previous: 2.266M)
- Dallas Fed PCE (previous: 2.20%)
- Distillate Fuel Production (previous: -0.068M)
- EIA Refinery Crude Runs (previous: -0.519M)
- EIA Weekly Distillates Stocks (previous: -0.428M)
- EIA Weekly Refinery Utilization Rates (previous: -2.8%)
- FOMC Member Barkin Speaks
- FOMC Member Kashkari Speaks
- Fed Goolsbee Speaks
- Fed Governor Cook Speaks
- GDP (consensus: 1.5%, previous: 1.5%)
- GDP Price Index (consensus: 6.4%, previous: 6.4%)
- GDP Sales (consensus: 2.2%, previous: 2.2%)
- Gasoline Inventories (previous: -1.686M)
- Gasoline Production (previous: -0.054M)
- Goods Trade Balance (consensus: -113.80B, previous: -118.94B)
- Heating Oil Stockpiles (previous: 0.346M)
- MBA 30-Year Mortgage Rate (previous: 7.12%)
- MBA Mortgage Applications (previous: -1.5%)
- MBA Purchase Index (previous: 154.9)
- Mortgage Market Index (previous: 227.3)
- Mortgage Refinance Index (previous: 611.0)
- PCE Price index (previous: 3.7%)
- PCE Prices (consensus: 5.3%, previous: 5.3%)
- PCE price index (consensus: 0.4%, previous: 0.2%)
- Personal Income (consensus: 0.5%, previous: 0.4%)
- Personal Spending (consensus: 1.0%, previous: 0.2%)
- Real Consumer Spending (consensus: 3.4%, previous: 3.4%)
- Real Personal Consumption (previous: 0.0%)
- Retail Inventories Ex Auto (previous: 0.8%)
- Wholesale Inventories (consensus: 1.1%, previous: 1.3%)
## Upcoming events for Friday, October 2nd
- Expected earnings:
CELU, ENLV, HTLM, LNAI, ZONE
- Ex-div:
ALCO, ATNI, CHAD, CSCO, HBNC, LFMDP, MORN, PKBK, RGLD, ROP, SATA, THRM
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.850%)
- 8-Week Bill Auction (previous: 3.990%)
- Atlanta Fed GDPNow
- Challenger Job Cuts (previous: -38.5%)
- Challenger Job Cuts (previous: 52.881K)
- Construction Spending (consensus: 0.1%, previous: -0.5%)
- Continuing Jobless Claims (previous: 1,719K)
- FOMC Member Barkin Speaks
- FOMC Member Bowman Speaks
- FOMC Member Williams Speaks
- Fed Collins Speaks
- Fed Governor Cook Speaks
- Fed Governor Jefferson Speaks
- Fed Logan Speaks
- Fed Schmid Speaks
- Fed Waller Speaks
- Fed's Balance Sheet (previous: 6,748B)
- ISM Manufacturing Employment (previous: 51.2)
- ISM Manufacturing New Orders Index (previous: 53.7)
- ISM Manufacturing PMI (consensus: 55.0, previous: 54.6)
- ISM Manufacturing Prices (consensus: 72.0, previous: 71.1)
- Initial Jobless Claims (consensus: 199K, previous: 197K)
- Jobless Claims 4-Week Avg. (previous: 202.25K)
- Natural Gas Storage (previous: 53B)
- Reserve Balances with Federal Reserve Banks (previous: 2.969T)
- S&P Global Manufacturing PMI (consensus: 57.0, previous: 57.0)
^^^^2026-09-29

Thanks — this is really helpful, especially the distinction between monthly IVV holdings and actual point-in-time index membership.
You're also touching on exactly the problem I'm trying to solve. I'm not trying to reconstruct the S&P 500 from IVV holdings alone; I'm trying to build a defensible point-in-time membership history for a relatively short window (Mar–Sep 2026), including the effective date of each constituent change and the reason for the change.
One thing I'm trying to nail down is the distinction between scheduled quarterly rebalances and interim, corporate-action-driven changes. For example, in this period there were changes such as CTRA → VEEV, EPAM → FDXF, and HONA/CAG that appear to be driven by transactions/spin-offs rather than the normal quarterly rebalance. The tricky part is that different public datasets sometimes appear to use the transaction date, ETF holding date, or index effective date, which can produce a one-day discrepancy.
Do you know of any public source, dataset, methodology document, or archive that records these interim S&P 500 constituent changes with their actual index-effective dates?
Also, if you have any experience with the mechanics of mergers/acquisitions inside the S&P 500, I'd be very interested in how the index actually handles them. In particular:
- When an S&P 500 constituent is acquired for cash, what exactly happens to the constituent and the index divisor?
- When one S&P 500 company acquires another S&P 500 company, how are the surviving company's index shares / float / weight handled?
- For spin-offs, how is the new security introduced into the index and what determines its effective date?
- Is there a public source that documents these corporate-action adjustments at the security/index level?
I'm deliberately trying to reproduce the methodology and provenance rather than obtain proprietary data. Even a pointer to the right public archive, API, dataset, or terminology used by professional index-data vendors would be extremely useful.
And if your original analysis used a particular historical IVV dataset or source, I'd also love to know exactly which one — especially whether it contains only month-end holdings or whether it has historical as-of dates within the month.
Thanks again — this is exactly the kind of lead I'm looking for.

# Today is Monday, the 28th of September
## Upcoming events for Monday, September 28th
- Stock splits:
- BTLN @ **1:8**
- CTNT @ **1:150**
- DLXY @ **1:5**
- DCX @ **1:160**
- FBGL @ **1:10**
- GMEX @ **1:9**
- IMMP @ **1:20**
- MTNB @ **1:15**
- Expected earnings:
ADXN, AIAI, AIV, CBAT, CHRN, CURR, FRGT, GNS, GRFS, IDT, JEF, KNDI, MITQ, MSS, MTN, NCPL, NTWK, PBM, POCI, SANG, TRAK
- Ex-div:
ABCS, BZ, DADS, DAK, DIVD, DVGR, ENDW, FDIV, GEQ, GEW, GGAL, GINX, GQQQ, GSBC, HIS, INDB, ISBA, IVAL, KDP, KEAT, LDRX, MKAM, NIXT, NVPS, OBIL, PFDE, PFOE, PSEC, QVAL, QXQ, REAI, RNIN, ROE, SATA, SMRI, TBIL, TDSB, TDSC, UFIV, USDX, USVN, UTEN, UTHY, UTRE, UTWO, UTWY, XBIL, YBST, YBTY, YOKE, ZHOG, ZMUN, ZTEN, ZTRE, ZTWO
## Upcoming events for Tuesday, September 29th
- Stock splits:
- AGRZ @ **1:20**
- CDT @ **1:25**
- ONMD @ **1:10**
- TRUG @ **1:10**
- VRME @ **1:10**
- Expected earnings:
AAME, AIR, ALPS, AREC, BRLS, BRTX, CCL, CNXC, ELME, GTEN, INTG, IPX, KMX, NAII, SEGG, TMQ, UEC, ZENA
- Ex-div:
ERIC, ITRN, SATA
- Economic events and announcements:
- 3-Month Bill Auction (previous: 4.015%)
- 6-Month Bill Auction (previous: 4.155%)
- Dallas Fed Mfg Business Index (previous: 11.6)
- FOMC Member Barkin Speaks
- FOMC Member Bowman Speaks
- Fed Governor Cook Speaks
## Upcoming events for Wednesday, September 30th
- Stock splits:
- ZCSH @ **3:1**
- DHY @ **1:10**
- Expected earnings:
AACG, BSET, CAG, CALM, CLGN, DSWL, FDS, GAUZ, GURE, HTT, JBL, LKSP, MU, NBP, PRGS, PTN, RYDE, SA, SJ
- Ex-div:
AFCG, AGNC, BANF, BANFP, CCAP, CGBD, CHAD, CHTRP, CPHC, CVBF, DOX, DRH, ELE, ENSG, ESOA, FBNC, FLXS, FSV, FULTP, HST, ISTR, JOYY, LECO, LINE, MDLZ, MPWR, OFLX, REFI, RMCO, SATA, SRBK, STLD, STRC, SUNS, UMBFO, VOXR, WAFDP, WTW, XRX, YORW
- Economic events and announcements:
- API Weekly Crude Oil Stock (previous: 1.786M)
- CB Consumer Confidence (consensus: 90.1, previous: 89.4)
- Dallas Fed Services Revenues (previous: 6.6)
- FOMC Member Bowman Speaks
- FOMC Member Williams Speaks
- Fed Goolsbee Speaks
- Fed Vice Chair for Supervision Barr Speaks
- Fed Waller Speaks
- House Price Index (consensus: 0.1%, previous: 0.0%)
- House Price Index (previous: 2.3%)
- House Price Index (previous: 442.5)
- JOLTS Job Openings (consensus: 7.230M, previous: 7.271M)
- Redbook (previous: 7.6%)
- S&P/CS HPI Composite - 20 n.s.a. (consensus: 2.2%, previous: 2.1%)
- S&P/CS HPI Composite - 20 n.s.a. (previous: 0.4%)
- S&P/CS HPI Composite - 20 s.a. (previous: 0.2%)
- Texas Services Sector Outlook (previous: 4.2)
## Upcoming events for Thursday, October 1st
- Expected earnings:
ACN, ALAR, ANGO, AYI, BTTC, CMMB, DAVA, EONR, HUBG, IH, IPST, ITP, MKC, MKC.V, NKE, PBK, SMXT, VFS, VRAX, YRD
- Ex-div:
ADAML, ADAMM, ADAMN, ADAMZ, AGNCL, AGNCM, AGNCN, AGNCO, AGNCP, AGNCZ, ANDE, CHAD, CPB, CWCO, FULT, HBANL, HBANP, HOVNP, INBK, PEGA, PLPC, SATA, THFF, VLGEA, VSNT, WASH, WTFCN
- Economic events and announcements:
- ADP Nonfarm Employment Change (consensus: 70K, previous: 38K)
- Atlanta Fed GDPNow
- Chicago PMI (consensus: 51.3, previous: 47.1)
- Core PCE Price Index (consensus: 0.3%, previous: 0.2%)
- Core PCE Price Index (consensus: 3.4%, previous: 3.3%)
- Core PCE Prices (consensus: 3.60%, previous: 3.60%)
- Corporate Profits (consensus: 8.2%, previous: 8.2%)
- Crude Oil Imports (previous: 0.369M)
- Crude Oil Inventories (previous: 2.969M)
- Cushing Crude Oil Inventories (previous: 2.266M)
- Dallas Fed PCE (previous: 2.20%)
- Distillate Fuel Production (previous: -0.068M)
- EIA Refinery Crude Runs (previous: -0.519M)
- EIA Weekly Distillates Stocks (previous: -0.428M)
- EIA Weekly Refinery Utilization Rates (previous: -2.8%)
- FOMC Member Barkin Speaks
- FOMC Member Kashkari Speaks
- Fed Goolsbee Speaks
- Fed Governor Cook Speaks
- GDP (consensus: 1.5%, previous: 1.5%)
- GDP Price Index (consensus: 6.4%, previous: 6.4%)
- GDP Sales (consensus: 2.2%, previous: 2.2%)
- Gasoline Inventories (previous: -1.686M)
- Gasoline Production (previous: -0.054M)
- Goods Trade Balance (consensus: -113.80B, previous: -118.94B)
- Heating Oil Stockpiles (previous: 0.346M)
- MBA 30-Year Mortgage Rate (previous: 7.12%)
- MBA Mortgage Applications (previous: -1.5%)
- MBA Purchase Index (previous: 154.9)
- Mortgage Market Index (previous: 227.3)
- Mortgage Refinance Index (previous: 611.0)
- PCE Price index (previous: 3.7%)
- PCE Prices (consensus: 5.3%, previous: 5.3%)
- PCE price index (consensus: 0.4%, previous: 0.2%)
- Personal Income (consensus: 0.5%, previous: 0.4%)
- Personal Spending (consensus: 1.0%, previous: 0.2%)
- Real Consumer Spending (consensus: 3.4%, previous: 3.4%)
- Real Personal Consumption (previous: 0.0%)
- Retail Inventories Ex Auto (previous: 0.8%)
- Wholesale Inventories (consensus: 1.1%, previous: 1.3%)
^^^^2026-09-28