1. Monday:
① Data: China's September M2 money supply annual rate (tentative).
② Event: The International Monetary Fund (IMF) and World Bank Annual Meetings will be held in Bangkok until the 18th.
③ Holiday: The Toronto Stock Exchange in Canada will be closed; the Tokyo Stock Exchange in Japan will be closed; the US stock market will be open as usual, and CME's US Treasury futures will also trade normally, but the US spot bond market will be closed all day.
2. Tuesday:
① Data: Germany's final September CPI month-on-month rate; the US September NFIB Small Business Confidence Index, the US ADP employment change for the week ending September 26, and the US September existing home sales (annualized). ② Events: OPEC releases its monthly oil market report; 2026 FOMC voting member and Cleveland Fed President Hamak speaks; RBA releases minutes of its September monetary policy meeting; IMF releases its October 2026 World Economic Outlook report; Fed Governor Waller speaks at the Bloomberg New Economy Forum in India; Apple holds a smart home product launch event in New York. ③ Earnings Reports: JPMorgan Chase, Goldman Sachs, Citigroup.
3. Wednesday: ① Data: China's September CPI year-on-year rate; US September unadjusted CPI year-on-year rate, US September seasonally adjusted CPI month-on-month rate, US September seasonally adjusted core CPI month-on-month rate, US September unadjusted core CPI year-on-year rate; China's September trade balance in USD (pending); China's September trade balance (pending). ② Events: Speech by Boston Fed President Collins, a 2028 FOMC voting member; Fireside Chat by Bank of Canada Governor Macklem at the Institute of International Finance (IIF) Annual General Meeting in Bangkok; IEA releases its monthly oil market report; ECB President Lagarde speaks on Europe's digital future; Fed Governor Bowman speaks. ③ Earnings Reports: Morgan Stanley, Bank of America, ASML (after US stock market close). 4. Thursday
Data: ① US API crude oil inventories for the week ending October 9; Australia's seasonally adjusted unemployment rate for September; UK's three-month GDP month-on-month for August, UK's manufacturing output month-on-month for August, UK's seasonally adjusted goods trade balance for August, UK's industrial production month-on-month for August; France's final CPI month-on-month for September; Eurozone's industrial production month-on-month for August;
20:30 Canada's wholesale sales month-on-month for August; 20:30 US initial jobless claims for the week ending October 10; 20:30 US retail sales month-on-month for September; US PPI year-on-year for September, US PPI month-on-month for September, US New York Fed Manufacturing Index for October, US Philadelphia Fed Manufacturing Index for October, US business inventories month-on-month for August, US EIA natural gas inventories for the week ending October 9; China's total electricity consumption year-on-year for September (pending), China's total electricity consumption for September (pending). ② Events: A new round of price adjustments for domestic refined oil products will begin; G20 Finance Ministers and Central Bank Governors Meeting; Federal Reserve releases Beige Book. ③ Earnings Report: TSMC.
5. Friday: ① Data: US EIA crude oil inventories for the week ending October 9, US EIA Cushing, Oklahoma crude oil inventories for the week ending October 9, US EIA Strategic Petroleum Reserves for the week ending October 9; Eurozone September CPI final year-on-year rate, Eurozone September CPI final month-on-month rate, Eurozone August seasonally adjusted trade balance; US September import price index month-on-month rate, US September industrial production month-on-month rate. ② Events: 2026 FOMC voting member and Cleveland Fed President Hamak delivers a speech; Bank of England Governor Bailey participates in a fireside chat; Federal Reserve Chairman Warsh attends the IMF Annual Meetings in Bangkok and holds a fireside chat with IMF Managing Director Georgieva [simultaneous interpretation]; Bank of Canada Governor Macklem attends the IMF Annual Meetings and participates in a panel discussion.
6. Saturday: ① Data: Total number of US oil rigs for the week ending October 16. ② Events: Bank of England Governor Bailey delivers a speech.
