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GDP · EVENT PLAYBOOK

U.S. GDP schedule and market impact

GDP measures total U.S. economic output. The BEA publishes advance, second and third estimates for each quarter, typically at 8:30 a.m. ET (8:30 p.m. Beijing time during U.S. daylight time; 9:30 p.m. during standard time).

NEXT OFFICIAL RELEASECalculating
Thu, Oct 29, 08:30 AM ETThu, Oct 29, 08:30 PM Beijing
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WHY IT MATTERS

Why U.S. equities care

GDP growth is central to the recession-versus-soft-landing debate and shapes views on the earnings cycle and the yield curve; markets usually focus on the surprise and the composition of growth.

WHAT TO READ

What to read first

  1. 01

    Real GDP growth at a seasonally adjusted annual rate

  2. 02

    Personal consumption

  3. 03

    Private fixed investment

  4. 04

    Net export and inventory swings

  5. 05

    Size and direction of revisions

IMPACT PATHS · INFERENCE

Potential paths, not trade calls

Growth beats expectations

Recession fears fade but the rate path tightens → yields rise → rate-sensitive sectors reprice

Growth slows sharply

Recession and easing expectations rise together → the curve reshapes → defensive and cyclical sectors diverge

READING BOUNDARIES

Common reading mistakes

  • Advance estimates rely on incomplete data and later revisions can change the picture
  • Inventories and net exports often distort a single quarter
  • Quarterly data lags monthly indicators

2026 GDP release schedule (Beijing time)

Dates and times follow the official schedule

Date (Beijing)Beijing timeEastern timePeriod
Thu, Oct 2920:3008:303rd Quarter 2026
Wed, Nov 2521:3008:303rd Quarter 2026
Wed, Dec 221:3008:302025
Wed, Dec 2321:3008:30Industries, Corporate Profits, State GDP, and State Personal Income, 3rd Quarter 2026

All 2026 release dates already published by the agency, plus any next-year dates it has announced. Later changes follow the official source.