Inflation, housing, oil supply and earnings will steer rate and growth bets.
🔴 Tuesday
● OPEC Monthly Report
● September Existing Home Sales data
Oil-supply guidance could alter inflation bets; housing weakness could dim growth.
🔴 Wednesday
● September CPI Inflation data
A hotter or cooler reading could sharply reset Fed-rate expectations and bonds.
🔴 Thursday
● September PPI Inflation data
● Fed Chair Warsh Speaks
Price pressure could shift rate bets; Warsh could reinforce or reset Fed expectations.
🔴 Throughout the week
● Q3 2026 Earnings Season Begins This Week
Results could reshape profit and sector-growth expectations across markets.
Main focus: Wednesday’s September CPI Inflation data; Thursday’s Fed Chair Warsh Speaks
✅@futures