Two catalysts drive macro trading this week. U.S. September CPI is released at 20:30 Beijing time on October 14, and on Friday, October 16 at 11:30, Warsh sits down with Managing Director Georgieva at the IMF annual meetings. Some Fed officials have recently signaled a wait-and-see stance, cooling expectations for an October hike, and the inflation data plus the Chair's comments become the key test. Softer core inflation and a more measured tone from Warsh could support both equities and Treasuries; an upside inflation surprise could keep rate expectations swinging. Do you think a pause can push U.S. stocks to fresh highs? Are you watching indices, Treasuries or gold for opportunities?
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