Why it matters
- Orders for durable goods rose 1.8% to $345.4 billion in September, led by a 4.6% jump in transportation equipment, the Census Bureau said at 8:30 a.m. ET on Tuesday, Oct. 27; excluding transportation, orders rose 0.5%.
- S&P 500 futures were up about 0.26% and Nasdaq 100 futures 0.41% around 9:04 a.m. ET, Yahoo Finance data showed, while December Brent slipped 0.5% to about $115.22 after Monday's $115.81 settlement, per Reuters.
- The Fed's two-day meeting starts today, with the decision Wednesday. Consumer confidence and new home sales are due at 10 a.m. ET, and Treasury sells $70 billion of 5-year notes at 1 p.m.
The day ahead: scheduled events and what forecasters expect.
Orders for long-lasting U.S. factory goods rose 1.8% in September to $345.4 billion, the Census Bureau said at 8:30 a.m. ET on Tuesday, Oct. 27, as U.S. stock futures edged higher on the first day of the Federal Reserve's two-day meeting. S&P 500 futures were up about 0.26% and Nasdaq 100 futures 0.41% around 9:04 a.m. ET, according to Yahoo Finance data. Consumer confidence and new home sales follow at 10 a.m., and Treasury sells $70 billion of five-year notes at 1 p.m.
Where are futures before the open?
| Market, about 9:04 a.m. ET | Level | Change vs. Monday |
|---|---|---|
| S&P 500 futures | 7,734.75 | +0.26% |
| Nasdaq 100 futures | 29,559.25 | +0.41% |
| Dow futures | 52,592 | +0.08% |
| 10-year Treasury yield (Monday close, Treasury) | 5.00% | unchanged vs. Friday |
| 5-year Treasury yield (Monday close, Treasury) | 4.84% | +0.02 point vs. Friday |
| WTI crude, December ($/barrel) | 101.39 | −0.36% |
| Brent crude, December ($/barrel) | 115.22 | −0.51% |
| Gold futures ($/ounce) | 4,037.60 | −0.02% |
| U.S. dollar index | 102.19 | +0.22% |
Source: Yahoo Finance chart data and Treasury. Levels are delayed and approximate; oil changes are from Monday's settlements, which Reuters reported at $115.81 for Brent and $101.76 for WTI.
On Monday the S&P 500 rose 0.70% to 7,676.77, the Nasdaq Composite 0.82% and the Dow 0.28%, Yahoo Finance data showed; see our Americas Monday recap. Overnight, the Kospi jumped 3.09% and the Nikkei 1.73% on a rebound in AI stocks, while London's FTSE 100 fell as HSBC slid; see our Asia Tuesday recap and Europe Tuesday recap.
What did the durable goods report show?
Durable goods orders rose for the sixth time in seven months, gaining $6.3 billion, or 1.8%, after a 0.1% rise in August, the Census Bureau said. Transportation equipment led, up 4.6% to $119.8 billion, and nondefense aircraft orders jumped 28.4%. Excluding transportation, orders rose 0.5%; excluding defense, they rose 2.2%.
Orders for nondefense capital goods excluding aircraft, a gauge of business investment, rose 0.5% to about $88.0 billion, and shipments of those goods rose 1.2%, the report showed. Total durable goods shipments rose 0.9% to $336.8 billion. The October report is due Nov. 25.
What else is on the U.S. calendar today?
- 10 a.m. ET: Consumer confidence. The Conference Board publishes its October index today at 10 a.m. ET, according to its website. The index fell 6.7 points to 81.9 in September.
- 10 a.m. ET: New home sales. The Census Bureau's September new home sales report is due today, according to the August report, which showed sales at a 684,000 annual rate. That report was released at 10 a.m. ET.
- 1 p.m. ET: 5-year auction. Treasury sells $70 billion of five-year notes, according to TreasuryDirect. Noncompetitive bids close at noon ET and competitive bids at 1 p.m. ET; the notes are issued Nov. 2 and mature Oct. 31, 2031. The five-year yield was 4.84% on Monday, Treasury data showed.
Which companies report today?
Several big names reported before the open, according to their releases filed with the SEC, with consensus forecasts from Nasdaq's earnings calendar and premarket moves around 9:17 a.m. ET from Yahoo Finance:
| Company | Result | Consensus EPS | Premarket |
|---|---|---|---|
| Coca-Cola | Comparable EPS $0.91; revenue up 7% to $13.4 billion; raised guidance | $0.87 | −1.6% |
| Boeing | Core loss $0.34 a share; revenue $24.2 billion; record $745 billion backlog | loss of $0.21 | −2.2% |
| UPS | Adjusted EPS $1.69; revenue up 6.7% to $22.9 billion; raised guidance | $1.63 | −1.3% |
| S&P Global | Adjusted EPS $4.58; strategic review of Capital IQ | $4.43 | +5.6% |
| Royal Caribbean | Adjusted EPS $6.57; raised full-year guidance | $6.38 | +6.5% |
| Sherwin-Williams | Adjusted EPS $3.63; narrowed full-year guidance | $3.65 | −5.6% |
After the close, Visa reports its fiscal fourth-quarter results, the company said, with a call at 5 p.m. ET. Nasdaq's calendar also lists Seagate Technology, Waste Management, Robinhood, NXP Semiconductors, Teradyne and Baker Hughes after the bell.
When is the Fed decision this week?
The Federal Open Market Committee meets Oct. 27-28, with the decision on Wednesday, Oct. 28, according to the Fed's calendar. This meeting has no Summary of Economic Projections; the next one comes with the Dec. 8-9 meeting. The Fed, ECB and Bank of Japan are all expected to leave rates unchanged this week, Trading Economics said.
| Date | Event |
|---|---|
| Tue., Oct. 27 | FOMC meeting begins; consumer confidence and new home sales (10 a.m.); $70 billion 5-year auction (1 p.m.) |
| Wed., Oct. 28 | FOMC decision; $30 billion 2-year floating-rate note auction (11:30 a.m.) |
| Thu., Oct. 29 | ECB decision; $44 billion 7-year auction (1 p.m.) |
Sources: Federal Reserve, Conference Board, Census Bureau, TreasuryDirect and Trading Economics. Times are ET.
Upcoming releases are on our market calendar, and this week's shifted opening times for Europe are in our guide to world market hours.
Follow the rest of the trading day on our global market today page, with the latest Asia, Europe and Americas session recaps.
Sources
- U.S. Census Bureau, Advance report on durable goods, September 2026 and current release page
- U.S. Census Bureau, New residential sales, August 2026
- The Conference Board, Consumer Confidence Index
- TreasuryDirect, upcoming auctions
- U.S. Treasury, daily par yield curve rates
- Federal Reserve, FOMC meeting calendars
- Reuters via Yahoo Finance, Oil settles lower on peace hopes, Saudi attacks limit losses (Oct. 26, 2026)
- Coca-Cola, third-quarter 2026 results (SEC filing)
- Boeing, third-quarter 2026 results (SEC filing)
- UPS, third-quarter 2026 results (SEC filing)
- S&P Global, third-quarter 2026 results (SEC filing)
- Royal Caribbean Group, third-quarter 2026 results (SEC filing)
- Sherwin-Williams, third-quarter 2026 results (SEC filing)
- Visa, Visa to announce fiscal fourth quarter and full-year 2026 financial results on Oct. 27, 2026
- Nasdaq, earnings calendar for Oct. 27, 2026
- Trading Economics, Japan stock market and France stock market
- Yahoo Finance, chart data for S&P 500 futures, Nasdaq 100 futures, Dow futures, WTI December, Brent December, gold futures, the U.S. dollar index, the S&P 500, Coca-Cola, Boeing, UPS, S&P Global, Royal Caribbean and Sherwin-Williams