What Options Priced Into the Week of Sep 28, 2026
Every US name reporting that week — the implied move vs. its historical earnings move — plus the SPY/QQQ/IWM expected ranges and walls. Anchored to the prior Friday’s close (Sep 25, 2026).
The Index Read · What Options Price for the Week
That week’s US macro: JOLTs Job Openings, CB Consumer Confidence, JOLTs Job Quits, PCE Price Index MoM, Core PCE Price Index MoM. Here’s the weekly move options are pricing across the majors — and the walls that box it in.
● Put wall — support. Heavy put positioning tends to act as a floor.
● Hedge wall — the pivot. Above it moves dampen (range-bound); below it they accelerate.
● Call wall — resistance. Heavy call positioning tends to cap the upside. More on call, put and hedge walls.
Walls move every trading day; these are Friday’s close (Sep 25). OptionPilot recomputes them each morning before the open.
The Macro Calendar · US Releases That Week
The scheduled US data inside this week’s expiry — the events the index ranges above already have to cover.
| Date | Event | Impact |
|---|---|---|
| Tue Sep 29 | JOLTs Job Openings (Aug) | High |
| Tue Sep 29 | CB Consumer Confidence (Sep) | Medium |
| Tue Sep 29 | JOLTs Job Quits (Aug) | Low |
| Wed Sep 30 | PCE Price Index MoM (Aug) | Medium |
| Wed Sep 30 | Core PCE Price Index MoM (Aug) | High |
| Wed Sep 30 | Personal Spending MoM (Aug) | High |
| Wed Sep 30 | Goods Trade Balance (Aug) | High |
| Wed Sep 30 | Core PCE Price Index YoY (Aug) | High |
| Wed Sep 30 | Personal Income MoM (Aug) | High |
| Wed Sep 30 | PCE Price Index YoY (Aug) | Medium |
| Wed Sep 30 | ADP Employment Change (Sep) | High |
| Thu Oct 1 | ISM Manufacturing New Orders (Sep) | Low |
| Thu Oct 1 | ISM Manufacturing PMI (Sep) | High |
| Thu Oct 1 | ISM Manufacturing Employment (Sep) | Medium |
| Thu Oct 1 | ISM Manufacturing Prices (Sep) | Low |
| Thu Oct 1 | Jobless Claims 4-Week Average (Sep/26) | High |
| Thu Oct 1 | Initial Jobless Claims (Sep/26) | High |
| Thu Oct 1 | Continuing Jobless Claims (Sep/19) | High |
| Fri Oct 2 | U-6 Unemployment Rate (Sep) | High |
| Fri Oct 2 | Unemployment Rate (Sep) | High |
| Fri Oct 2 | Non Farm Payrolls (Sep) | High |
| Fri Oct 2 | Nonfarm Payrolls Private (Sep) | High |
The Earnings Read · Every US Name Reporting That Week (Mon–Fri)
7 US companies report the week of Sep 28. The widest implied move is JBL at ±9.1%; the biggest name reporting is MU at ±8.6%. Against their own earnings history, 5 are priced rich and 0 have room to run.
What the options market priced into each report — versus how much the stock has actually moved on its past prints. Sorted by market cap within each day.
| Stock & report | Mkt cap | Options implied | Actual move avg · max | The tell |
|---|---|---|---|---|
| Tue Sep 29 | ||||
| CCLpre-mkt | $30B | ±7.4% | ±5.3% max 10% | 1.4× RICH |
| UECpre-mkt | $5B | ±8.1% | ±6.1% max 12% | 1.3× RICH |
| Wed Sep 30 | ||||
| MUpost-mkt | $1.2T | ±8.6% | ±8.8% max 16% | FAIRLY PRICED |
| JBLpre-mkt | $33B | ±9.1% | ±6.6% max 12% | 1.4× RICH |
| CAGpre-mkt | $7B | ±5.4% | ±4.0% max 8% | 1.4× RICH |
| Thu Oct 1 | ||||
| ACNpre-mkt | $108B | ±7.9% | ±5.1% max 7% | 1.5× RICH |
| NKEpost-mkt | $53B | ±8.1% | ±7.4% max 15% | FAIRLY PRICED |
Implied move = live ATM straddle for the expiry covering the report. Actual move = the stock’s own 1-day earnings reaction over its last reported quarters — avg is typical, max the biggest. “pre/post-mkt” = reports before the open / after the close. “Can run more” = options price less than history; “rich” = more; “outsized premium” = far above (usually a special catalyst).
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Educational, not investment advice. Options involve risk. Implied moves reflect live at-the-money straddle prices; historical moves are averages of past reported quarters and are not a forecast.