Good morning, CFOs. Boeing workers will stay on the picket line; another big week for earnings and the Fed ahead; plus, U.S., China sound a confident note after trade talks.

Roughly 3,200 striking Boeing workers will stay on the picket line after members rejected a modified contract proposal for a fourth time, my colleague Drew FitzGerald writes.

Why? Here’s the background: The local IAM 837 union said its members voted down the aerospace company’s new five-year contract proposal. Boeing said its proposal failed by a 51%-to-49% vote. Workers at Boeing’s St. Louis-area plants help assemble jet fighters, trainer aircraft and bomb kits.

Union representatives have called Boeing’s previous offers insulting and pointed to recent wage gains by workers in the company’s Northwest commercial operations. The St. Louis factories work on jet fighters at a relatively lower volume, but area production is expected to surge as the company prepares to build its next-generation F-47 Air Force jets in the coming years.

“Boeing can’t keep playing favorites between regions and expect our members to accept less,” Jody Bennett, IAM resident general vice president, said in a statement.

Monday

Earnings: Keurig Dr Pepper, Nucor, NXP Semiconductors, Revvity, Universal Health Services, Waste Management and Welltower

Tuesday

Earnings: Booking Holdings, Corning, CoStar Group, D.R. Horton, Ecolab, Edison International, Electronic Arts, Expand Energy, Hubbell, Incyte, Invesco, Iqvia, Labcorp Holdings, Mondelez International, MSCI, NextEra Energy, Novartis, Oneok, PayPal Holdings, PPG Industries, Regeneron Pharmaceuticals, Royal Caribbean Group, Seagate Technology Holdings, Sherwin-Williams, SoFi Technologies, Sysco, Teradyne, UnitedHealth, United Parcel Service, Veralto, Visa, Wayfair, Xylem and Zebra Technologies

S&P Cotality releases its National Home Price Index for August.

Wednesday

Earnings: Alphabet, Automatic Data Processing, Boeing, Caterpillar, Centene, Chipotle Mexican Grill, Cognizant Technology Solutions, CVS Health, DaVita, Dayforce, eBay, Entergy, Equinix, Extra Space Storage, Fiserv, Fortive, GE HealthCare Technologies, Generac Holdings, IDEX, Invitation Homes, Kraft Heinz, KLAC, Masco, Meta, MGM Resorts International, Microsoft, NiSource, Old Dominion Freight Line, Otis Worldwide, Phillips 66, Prudential Financial, Public Storage, Rollins, ServiceNow, Starbucks, Tyler Technologies, UBS Group, Ventas, Verisk Analytics and Verizon Communications

The National Association of Realtors reports pending home sales for September.

The Federal Open Market Committee announces its monetary policy decision.

Thursday

Earnings: Altria Group, Amazon, Ameren, Ameriprise Financial, Anheuser Busch-InBev, Apple, Baxter International, Biogen, Bristol Myers Squibb, Builders FirstSource, Cardinal Health, Cigna Group, CMS Energy, Coinbase Global, Comcast, DexCom, Edwards Lifesciences, Eli Lilly, Erie Indemnity, Estee Launder, First Solar, Fox, Gilead Sciences, GoDaddy, Hershey, Huntington Ingalls Industries, Ingersoll Rand, Intercontinental Exchange, International Paper, Kellanova, Kimberly-Clark, Kimco Realty, L3Harris Technologies, Mastercard, Merck, Monolithic Power Solutions, Motorola Solutions, Quanta Services, Reddit, Republic Services, ResMed, Roblox, Shell, Southern Co., S&P Global, Stryker, Vulcan Materials, Western Digital, WEC Energy Group, Weyerhaeuser and Xcel Energy

President Trump is scheduled to meet with his Chinese counterpart Xi Jinping in Gyeongju, South Korea, which is hosting this year’s Asian-Pacific Summit.

The European Central Bank and Bank of Japan announce their monetary policy decisions.

Friday

Earnings: AbbVie, Cboe Global Markets, Charter Communications, Chevron, Church & Dwight, Colgate-Palmolive, Dominion Energy, Exxon Mobil, Linde, LyondellBasell Industries, T. Rowe Price Group and W.W. Grainer

Top U.S. and Chinese negotiators sounded a positive note on weekend trade talks, hailing what they called constructive discussions ahead of a meeting between President Trump and Chinese leader Xi Jinping planned for this week.

“I think we have a very successful framework for the leaders to discuss on Thursday,” U.S. Treasury Secretary Scott Bessent said after two days of trade negotiations in the Malaysian capital.

• Trump Reaches Trade Pacts With Southeast Asian Nations
• Trump Says He Will Raise Tariffs on Canada by 10% Over Ontario Ad

📰 Other headlines

• More Big Companies Bet They Can Still Grow Without Hiring
• The Economy That’s Great for Parents, Lousy for Their Grown-Up Kids
• Milei Wins Mandate for Free-Market Revolution in Argentina’s Election
• HSBC Books $1.1 Billion Provision Related to Madoff Case
• It’s Not Just Rich Countries. Tech’s Trillion-Dollar Bet on AI Is Everywhere.
• Microsoft Needs to Open Up More About Its OpenAI Dealings
• U.S. Stocks Are Breaking Records. The Rest of the World Is Doing Better.
• Condé Nast’s Strategy for Media’s New Normal: Glam Events and Paywalls
• A Hiking Death Roils a Fashion Empire and the Heirs to a Fortune
• America’s Hottest New Investment: Rare-Earth Companies
• Grape Camp: Where Wine Lovers Pay Big Bucks to Do Hard Labor

Join us Oct. 29 for a deep dive into the challenges that CFOs and other top executives are working to overcome, including the impact of tariffs and geopolitical conflicts on corporate finance and private equity. Register here.

Where senior finance leaders confront today’s expanding remit. Connect on capital, regulation, technology, and talent — and lead with clarity.

Request Information.

The Wall Street Journal's CFO Journal offers corporate leaders and professionals CFO analysis, advice and commentary to make informed decisions. We cover topics including corporate tax, accounting, regulation, capital markets, management and strategy.

Follow us on X @WSJCFO. The WSJ CFO Journal Team comprises reporters Kristin Broughton, Mark Maurer and Jennifer Williams, and Bureau Chief Walden Siew.

You can reach us by replying to any newsletter, or email Walden at walden.siew@wsj.com.