This week, we will focus on the US September CPI and PPI inflation data, OPEC monthly report, September existing home sales data, Federal Reserve Chairman Kevin Walsh's speech, and the start of the 2026 Q3 earnings season.
AI interpretation: The September CPI data in the United States is a core indicator for measuring inflation stickiness, directly determining the pace of the Federal Reserve's monetary policy shift. This data reveals the true trajectory of the current price level and provides a key basis for the market to judge the path of interest rates. The fluctuation of inflation data directly affects the trend of US bond yields, thereby reshaping the global asset pricing logic. Investors use this data to accurately calibrate their expectations for the timing of the Federal Reserve's interest rate cuts, thereby adjusting their capital allocation strategies.
