What changed in economic and company data

Updates on new figures and revisions from official releases, and summaries of company earnings calls and filings.

26 Oct 2026

Earnings calls of companies listed in the United States
US-listed earnings calls, October 21-23, 2026: Bloom, Eni and SS&C raise 2026 outlooks
- Bloom Energy and Eni raised several full-year 2026 targets
- SS&C Technologies raised its outlook, and Medpace set a full-year range
- Rollins lowered its growth outlook as residential leads weakened
Bloom Energy, revenue outlook, fiscal year 2026$4.4 billion-$4.6 billion
Federal Housing Finance Agency · Revised 20 series
US house prices rise 0.3% in July 2026; Middle Atlantic up 1.5%, Mountain down 0.8%
- National home prices rose faster in July than in June
- The Northeast and Midwest are rising fastest, while the West is nearly flat
- Small revisions left June almost flat
US house price index, July 2026, change on the month (seasonally adjusted)0.27%

24 Oct 2026

Energy Information Administration · Revised 135 series
US wind power reaches 89,710 MWh an hour on Oct 24 as gas-fired generation falls
- Wind took a larger share of power generation, and gas plants produced less
- Electricity demand is easing as the season turns
- The cool-down is clearest at Southern Company in the Southeast
Lower 48 US wind generation, latest hour, early Oct 24 (UTC)89,710 MWh
U.S. Department of the Treasury
US Treasury yields, Oct 23: 10-year at 5.00%, long end well below early-October highs
- Long-term yields have fallen faster than short-term yields since early October
- The Oct 23 rise only partly reversed a sharp fall on Oct 22
- Federal debt reached $40.444tn on Oct 22
US 10-year Treasury par yield, Oct 235.00%

23 Oct 2026

Federal Reserve Board · Revised 698 series
US 10-year Treasury yield falls to 4.96% on Oct 22, 2026, back below 5%
- Yields fell by about the same amount at every maturity
- Investors sought safety, but inflation expectations held
- Policy rates held steady
US 10-year Treasury yield, Oct 22, 20264.96%
8-K filings of US companies to the Securities and Exchange Commission
8-K filings, October 22-23, 2026: share buybacks and tariff effects lead company results
- Several companies said they are returning cash to shareholders
- Tariffs affected results in opposite directions
- Other companies reported mixed cost and demand conditions
Columbia Banking System, new share repurchase program$1.2 billion
Earnings calls of companies listed in the United States
US earnings calls, October 22-23, 2026: American Express and Quest raise guidance
- Several companies raised or narrowed their 2026 guidance toward the top
- Infosys and PG&E scaled back parts of their plans
- Cost and savings programs were a shared theme
American Express, reported earnings per share guidance, fiscal year 2026$18.30-$18.60
Energy Information Administration
US nuclear outages on Oct 23, 2026 stay near autumn high at 19,425 MW
- Outages eased slightly from this autumn's high
- The rise follows the usual autumn refuelling season
- Several large plants are offline, and Palisades has produced no power
US nuclear capacity offline, Oct 23, 202619,425 MW
8-K filings of US companies to the Securities and Exchange Commission
8-K filings, October 22-23, 2026: American Express says revenue grew 9 percent
- Several companies reported growth in third-quarter 2026 results
- Dow and SLB reported higher profitability, with the Middle East affecting both
- Other companies pointed to demand and set out capital plans
American Express, revenue growth, third quarter of 20269 percent
Earnings calls of companies listed in the United States
US earnings calls, October 21–22, 2026: several companies raise 2026 guidance
- Four companies said they raised guidance for fiscal year 2026
- Other companies said they are tracking at or ahead of plan
- Some companies gave outlooks for coming quarters and projects
United Rentals, total revenue guidance, fiscal year 2026$18 billion-$18.2 billion
Energy Information Administration · Revised 158 series
US gas-fired power jumps about 13% in a day as wind output drops, Oct 21–22
- Gas-fired plants made up for a drop in wind power
- Wind output fell steeply on Oct 21, then partly recovered
- Demand for electricity did not cause the rise in gas use
Hourly natural gas power generation, contiguous US, first hour of Oct 22 (Coordinated Universal Time)237,613 MWh
U.S. Department of the Treasury · Revised 3 series
US 10-year Treasury yield falls to 4.96% on Oct 22, first close below 5% since Sep 22
- The October 22 fall was the largest one-day move in 60 trading sessions
- Short-term bill yields barely moved, so the rally reflected demand for safety rather than rate-cut bets
- Foreign holdings rose in August, while China and Japan cut theirs again
US 10-year Treasury par yield, October 224.96%

22 Oct 2026

Federal Reserve Board
US Treasury yields, Oct 21: long end falls to 5.42% while bills still price a Fed hike
- Long-term yields have fallen from their early-October highs and the curve has flattened
- Short-term rates still point to at least one Federal Reserve hike soon
- Falling real yields, not lower inflation expectations, explain the decline
US 30-year Treasury yield, Oct 215.42%
8-K filings of US companies to the Securities and Exchange Commission
8-K filings, October 22, 2026: Lockheed reports 11% sales rise, railroads cite fuel
- Lockheed Martin reported growth in all four business segments
- Two railroads said fuel surcharges added to revenue growth
- Procter & Gamble reported higher organic sales
Lockheed Martin, sales growth, third quarter of 202611%
Earnings calls of companies listed in the United States
US earnings calls, 21-22 October 2026: Lockheed Martin and Honeywell raise outlooks
- Lockheed Martin and Honeywell raised their guidance for fiscal year 2026
- Higher oil and fuel prices are adding costs
- Data centers feature in several outlooks
Lockheed Martin, sales outlook, fiscal year 2026$80 billion-$82 billion
Energy Information Administration · Revised 265 series
US nuclear outages, Oct 22, 2026: 19.73% of capacity offline in refueling season
- Nuclear outages have more than doubled in four weeks
- Fall refueling season is taking close to a fifth of the reactor fleet offline
- National nuclear capacity rose on Oct 1 because of new ratings, not new reactors
US nuclear generating capacity offline, Oct 22, 202619,736 MW
Earnings calls of companies listed in the United States
US earnings calls, October 20-21, 2026: two lenders expect rate increases to help
- Bank OZK expects its loan growth to speed up after fiscal year 2026
- Two lenders expect interest rate increases to help their earnings
- WD-40 Company and Ategrity reported growth
Bank OZK, loan growth guidance, fiscal year 202710%-12%
8-K filings of US companies to the Securities and Exchange Commission
8-K filings, October 21, 2026: Medpace and Hexcel expand share buyback plans
- Several companies said they are returning cash to shareholders through share repurchases
- Two industrial property owners said rents on new leases rose sharply
- Other companies reported margin gains in parts of their business
Medpace, share repurchase authorization through December 31, 2028$1.0 billion
Earnings calls of companies listed in the United States
US earnings calls, October 21, 2026: Meta and Tesla reset spending, IBM lifts outlook
- Meta and Tesla set out large spending plans for fiscal year 2026
- Several companies raised their 2026 outlooks
- Lam Research expects a multi-year rise in chip-equipment investment
Meta Platforms, capital expenditure outlook including finance lease principal payments, fiscal year 2026$135 billion-$145 billion
U.S. Department of the Treasury
Treasury yields, Oct 21: 30-year at 5.42%, down 25bp from Oct 7 high as curve flattens
- Long-term borrowing costs have fallen well below their early-October highs
- Short-term yields held steady, so the yield curve flattened
- Total public debt reached $40.44 trillion on Oct 20
30-year Treasury yield, Oct 21 close5.42%

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