The first three quarters of this year are about to pass, and the US stock market is expected to break the "September curse," with the three major indices continuously setting historical highs this month, although there has been a pullback in recent days. Looking ahead to the upcoming October, investors will welcome a new round of earnings season for US stocks, the Federal Reserve's interest rate decision, and OpenAI.$NVIDIA (NVDA.US)$The heavyweight press conference and a series of significant economic data.
On October 1st at 22:00 Beijing time, the U.S. Senate will hold a hearing on the taxation of digital assets to discuss the tax treatment of digital assets.
At 1 AM on October 7, OpenAI will hold the largest developer conference to date in San Francisco, exploring new developments, possibilities, and future directions in artificial intelligence.
At 2 a.m. on October 9th, the Federal Reserve will release the minutes of the monetary policy meeting.October 14th,$Citigroup (C.US)$ 、 $Goldman Sachs (GS.US)$ 、 $JPMorgan (JPM.US)$ 、 $Wells Fargo & Co (WFC.US)$ The four major investment banks will announce their earnings before the US stock market opens, marking the beginning of a new round of earnings season for listed companies.
On October 21, the Federal Reserve will host a significant conference on payment innovation, chaired by Fed Governor Christopher J. Waller.
The conference will focus on the impact of emerging technologies such as stablecoins, tokenization, and artificial intelligence on payment systems. This is not merely a technical exchange but a crucial step in the Fed's regulatory transition, aiming to evaluate how these innovations can be integrated into traditional financial frameworks and potentially reshape regulatory policies and the boundaries of blockchain applications.
Notably, Waller has publicly expressed optimism about cryptocurrencies and stablecoins on multiple occasions in recent years. He emphasized that these technologies are not 'scary things' but opportunities for payment innovation that can enhance efficiency and meet the needs of consumers and businesses. At the Wyoming Blockchain Summit in August 2025, Waller stated, 'There is no need to fear when discussing smart contracts, tokenization, or distributed ledgers. Using innovative technology to build new payment services is nothing new.'
After the market close on October 21 (Eastern Time) (October 22, Beijing time), tech giant $Netflix (NFLX.US)$ will release their Earnings Reports.
At 0:00 Beijing Time on October 29, Jensen Huang will deliver a keynote speech at NVIDIA's GPU Technology Conference (GTC) in Washington, D.C.
The conference will host over 70 sessions, live demonstrations, and hands-on workshops, covering topics ranging from Physical AI and Agentic AI to remote sensing, high-performance computing, and quantum computing.
At 2:00 AM on October 30, the Federal Reserve will announce its October interest rate decision; half an hour later, Powell will hold a press conference on monetary policy.
In September, the Federal Reserve announced a 25-basis-point interest rate cut for the first time in nine months. The market’s prevailing expectation is that the Fed will cut rates by another 25 basis points in October.
Goldman Sachs stated,Federal Open Market CommitteeThe risk management framework of the Federal Open Market Committee (FOMC) currently leans towards caution, with most members signaling that policy should continue shifting towards a less restrictive stance. The bank indicated that this implies further rate cuts by the end of the year would be the baseline scenario.
Additionally, there will be a series of key economic data releases in October, including U.S. non-farm payrolls for September, ADP employment numbers (commonly known as 'Little Non-Farm Payrolls'), PPI, CPI, monthly retail sales, and PCE data. Investors are advised to stay tuned.
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Editor: Jayden