Morgan Stanley: Fed Rate Cuts Still on Track Despite Oil-Driven Inflation 
RBI Clamps Down on Rupee NDF Activity, Banks Face Steeper Losses 
Gold Prices Drop as Trump Escalates Iran Threats, Oil Surges 
Trump Threatens Escalation Against Iran, Warns of Infrastructure Strikes 
Trump Expands Tariffs on Pharmaceuticals and Metals One Year After Liberation Day 
Bank of Japan Eyes Further Rate Hikes Amid Middle East Tensions and Inflation Pressures 
Citigroup Delays Fed Rate Cut Forecast Amid Strong Jobs Data and Inflation Concerns 
Strait of Hormuz Crisis Fuels Oil Surge as Asian Markets Brace for Impact 
Trump's Iran War Speech Sparks Market Anxiety Over Extended Conflict 
Dollar Holds Steady as Yen Nears Critical 160 Level Amid Iran War Escalation 
Iran's Stranglehold on the Strait of Hormuz: What It Means for Global Markets 
This week is less risk heavy. Focus is on NFP report from the Unites States.
What to watch for over the coming days:
- US earnings:
Earnings are once again back in focus. S&P 500, as well as, stocks around the world, would be much influenced by third quarter figures. Big names include, CSX, Delta Airlines, Wells Fargo, Citigroup, JP Morgan and more.
- Central banks:
US Federal Reserve will release its monetary policy minutes on Wednesday. Federal Reserve chair Janet Yellen is scheduled to speak on Friday at an annual conference organized by Boston Fed. Among other notable central bankers’ Mark Carney of Bank of England (BoE) is scheduled to speak on Friday. Also expect pound related commentaries from his deputies.
- US data:
Lots of economic dockets from the US this week; major focus will be on retail sales report on Friday.
- Chinese data:
Lots of Chinese data scheduled for this week; FDI, money supply, and loan statistics on Tuesday, Trade balance for September on Thursday; and inflation report on Friday.
In addition to the above, unscheduled Brexit commentaries would keep weighing on the market.
