WTI and Brent opened 0.3% higher on Monday at $91.28/bbl and $103.06/bbl, respectively.

The Financial Times, citing European officials, reports the Trump administration is threatening to suspend use of the Priority Ukraine Requirements List (PURL) — the US mechanism for procuring weapons for Ukraine — and to curtail intelligence sharing to pressure Kyiv to stop strikes on Russian refineries and other energy infrastructure. US officials have been lobbying European capitals and Kyiv; several European officials and Zelenskiy military adviser Pavlo Palisa said they received calls, and others were briefed on the outreach.

Monday: China Sep M2 (TBC). IMF–World Bank annual meetings in Bangkok run through Oct 18. U.S. cash Treasury market closed for the day (equities and CME Treasuries trade); Toronto and Tokyo exchanges closed. Tuesday: Germany final Sep CPI; U.S. NFIB small‑business index, ADP weekly payrolls, existing home sales; OPEC monthly oil report; RBA Sept minutes; IMF World Economic Outlook (Oct 2026) release; Fed governor Waller speaks at Bloomberg forum in India. Corporate: JP Morgan, Goldman Sachs, Citigroup results. Wednesday: China Sep CPI (YoY); U.S. Sep CPI prints (headline and core, raw and seasonally adjusted) — primary market mover for rates; China Sep trade data (USD and RMB terms, TBC); IEA monthly oil report; speeches by Boston Fed president (FOMC voter) and Fed governor Bowman; ECB President Lagarde speaks on digital agenda. Corporate: Morgan Stanley, BofA, ASML (after U.S. close). Thursday: U.S. weekly API crude stocks; Australia Sep unemployment (adj.); UK Aug three‑month GDP, manufacturing and industrial output, goods trade; France final Sep CPI; Eurozone Aug industrial output; Canada Aug wholesale sales; U.S. initial jobless claims, Sep retail sales, Sep PPI, NY and Philly Fed manufacturing indexes, Aug business inventories; EIA weekly natural gas. China Sep total electricity consumption (TBC). China domestic refined‑fuel price adjustment window opens. G20 finance ministers/Central Bank governors meeting; Fed Beige Book. Corporate: TSMC results. Friday: EIA weekly crude, Cushing and SPR stock reports; Eurozone final Sep CPI; U.S. Sep import prices and industrial production. Speakers: Cleveland Fed president (FOMC voter) speaks; Bank of England governor Bailey in fireside; Fed chair Kevin Warsh attends IMF meetings in Bangkok and holds a fireside with IMF chief GEORGIEVA; BoC governor Macklem on IMF panels. Saturday: U.S. rotary rig count to Oct 16; Bank of England governor Bailey speaks.