The Global Week Ahead

Brazil Holds Presidential Elections The EU Trade Chief Holds “Super Crucial” Meetings with His Chinese Counterpart in Beijing, Watching India’s Interest Rate Decision, and Markets Await FOMC and ECB Minutes

October 4 - 11, 2026

It will be a relatively quiet week geopolitically when compared to the months of non-stop high impact events and meetings.  The big event of the week is the presidential elections in Brazil today (Sunday).  Brazilians are voting for a president, all 27 governors, 54 of the 81 Senate seats, and the full 513-seat Chamber of Deputies. Going into the election today, the polls had been razor-close and today’s results show the polls were for the most part correct: As of this evening and with 99% of votes counted and reported, Senator Flávio Bolsonaro has won just over 47% of the vote to incumbent President Luiz Inácio Lula da Silva (Lula) with 44.9% of the vote and Escritor Agusto Cury coming in with 2.9%  - all of which means Brazil is heading into a run-off vote on October 25th.

This has been a highly contentious campaign.  Bolsonaro, a close ally of President Trump and son of the embattled and imprisoned former president, Jair Bolsonaro, has promised to crack down on criminal gangs and to strike a new trade deal with the US. Lula who is running in his seventh presidential campaign, has been at odds with Trump over trade and multiple foreign policy issues.  But Lula enjoys a strong base of supporters who credit him with improving their lives through his social policies.  Watch for a politically intensified atmosphere in Brazil over the next three weeks – which is saying something considering how intense the race has been up to this point – and markets may react to growing political uncertainty.

Also this week, EU Trade Commissioner Maros Sefcovic travels to Beijing for what he has termed “super crucial meetings”  with Chinese Commerce Minister Wang Wentao. The EU and China have been locked in tough trade talks for months and political pressure from EU capitals is growing to finalize a deal in advance of an October 15th EU leaders meeting in Brussels.  The EU essentially has taken a stand that they can no longer tolerate a flood of Chinese goods into Europe, especially Chinese autos, which are putting intense pressure on domestic manufacturers and has forced the closing of plants and mass layoffs (for example, Volkswagen recently announced plans to lay off more than 50,000 workers and close four plants.)  The EU markets are effectively being flooded with Chinese goods fueling a €1 billion-a-day increase in the trade deficit with China. 

Looking at the Middle East this week, there appears to be little movement on any new peace talks between the US and Iran.  But there will be a meeting in Saudi Arabia this week between the defense and foreign ministers of Turkey, Saudi Arabia, and Pakistan, along with their respective military chiefs of staff, to discuss how to move forward with the recently announced Mecca Joint Defense Agreement.  On the agenda is how to deal with recent Houthi escalations out of Yemen aimed at cutting off commercial shipping in the Red Sea and attacking the Saudi east-west oil pipeline and various oil production facilities. 

Looking at the global economic and financial radar screen, other major events of the week will be the release of the Fed’s Federal Open Market Committee (FOMC) minutes on Wednesday and the release of the European Central Bank’s rate setting meeting minutes.

 In both instances, markets are watching closely for indications of how both central banks are anticipating the threat of inflation risks, especially in Europe.

In the US, the big economic indicator reports being released are the September ISM services index on Monday and the University of Michigan’s October survey on Friday gauging consumer sentiment. 

In Asia this week, markets are closely watching the Reserve Bank of India’s rate setting decision as the country continues to grapple with inflation risk because of the Iran War and its impact on oil and exports.  Japan’s August labor cash earnings are out on Wednesday, and the September Economy Watchers survey is out on Thursday, with the August household spending figures being released on Friday. 

 In Europe, Germany’s August factory orders are out on Tuesday, industrial production on Wednesday, and trade balances on Thursday.  France releases industrial production numbers on Tuesday and Italy releases its industrial production numbers on Friday.  The Bank of England will publish its Bank Liabilities and Credit Conditions surveys on Thursday. 

Below is everything else we are tracking around the world in the coming week:

Sunday, October 4, 2026

Global

·       The OPEC+ Ministerial Meeting takes place (virtual).

Americas

Political/Social Events –

·       Brazil holds elections for the presidency, governorships and the Chamber of Deputies and Senate. As of earlier this week, incumbent President Luiz Inacio Lula da Silva (“Lula”) holds a slim two-point lead in polls over Senator Flavio Bolsonaro, the son of former President Jair Bolsonaro (who lost to Lula in the last election and is now serving a 27-year prison sentence for attempting to overturn the election results). 

·       Panamanian President Jose Raul Mulino will visit Singapore, where he will meet with Singaporean Prime Minister Lawrence Wong.

·       Peru holds regional and municipal elections.

·       Paraguay holds municipal elections.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Asia

Political/Social Events –

·       Daylight Saving Time begins in Australia – don’t forget to set your clock forward one hour!

Economic & Financial Reports/Events –

·       Nothing significant to report.

Europe

Political/Social Events –

·       Bosnia and Herzegovina hold presidential and House of Representatives elections.

·       The UK Conservative Party Conference begins in Birmingham, England.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Middle East

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Africa

Political/Social Events –

·       Lesotho celebrates Independence Day, a national holiday.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Monday, October 5, 2026 

Global

·       The announcement of the 2026 Nobel Prize prizes begins today, starting with the physiology/medicine prize.

Americas

Political/Social Events –

·       U.S. Secretary of State Marco Rubio begins a week of travel to Iceland, Greece and Portugal to discuss bilateral ties, regional security and economic cooperation.

·       Canada’s Quebec province holds elections. The separatist Parti Québécois is poised to win, but leader Paul St-Pierre Plamondon has pledged not to call a secession referendum until Trump leaves the White House.

·       US Trade Representative Jamieson Greer will meet with Indian Commerce Secretary Goyal on US-India trade talks.

·       The fifth round of India-Canada trade talks begins, with both sides seeking to accelerate negotiations and conclude an agreement this year.

·       Panamanian President Jose Raul Mulino will visit Vietnam, where he will meet with Vietnamese Communist Party General Secretary and President To Lam.

·       The U.S. Supreme Court begins its fall term, hearing a number of major cases ranging from energy policy to gun rights to immigration detention policy.

·       The Greenwich Economic Forum begins in Connecticut, with speakers to include Bridgewater Associates founder Ray Dalio.

Economic & Financial Reports/Events –

·       Mexico Gross Fixed Investment (July)

·       Brazil S&P Global Services PMI (September)/ S&P Global Composite PMI (September)/ BCB Focus Market Readout

·       USA NY Fed Bill Purchases 4 to 12 months/ S&P Global Composite/Services PMI (September)/ ISM Services PMI (September)/ ISM Services Business Activity (September)/ ISM Services Employment (September)/ ISM Services New Orders (September)/ ISM Services Prices (September)

·       Canada S&P Global Composite/Services PMI (September)

·       Colombia Exports (August)/ Monetary Policy Meeting Minutes

·       Uruguay Inflation Rate (September)

Asia

Political/Social Events –

·       Japanese Prime Minister Sanae Takaichi will give a policy speech before the Diet as the next parliamentary session opens. Her government plans to submit a slew of bills, including a contentious proposal to cut the consumption tax on food from 8% to 1% for two years. Takaichi is also expected to defend her spending plans and promises to respond flexibly to changes in the economy and financial markets.

·       Swiss President Guy Parmelin begins a state visit to India through October 7th.

·       Fiji and Tuvalu will host a summit on global warming in partnership with Australia through Thursday ahead of the main COP31 U.N. climate change conference in Turkey in November. Invited global leaders will be able to see how climate impacts and solutions are playing out in the Pacific islands, an area threatened by rising temperatures expected to reach 1.8°C higher than preindustrial levels by the end of the century.

·       Today is Labour Day in Australia, a holiday across parts of the country.

·       Today is Constitution Day in Vanuatu, a national holiday.

Economic & Financial Reports/Events –

·       Bank of Japan Governor Kazuo Ueda speaks at Japan’s National Securities Convention in Tokyo, Japan.

·       Australia S&P Global Composite/Services PMI (September)/ TD-MI Inflation Gauge (September)

·       Japan S&P Global Composite/Services PMI (September)/ Consumer Confidence (September)

·       Singapore S&P Global PMI (September)/ Retail Sales (August)

·       Thailand Inflation Rate (September)

·       Turkey Inflation Rate (September)/ PPI (September)

·       Taiwan Foreign Exchange Reserves (September)

Europe

Political/Social Events –

·       The 10th EU-Republic of Moldova Association Council meeting takes place today in Brussels.  The meeting will be chaired by the EU High Representative for Foreign Affairs and Security Policy, Kaja Kallas. The Prime Minister of the Republic of Moldova, Vasile Tofan, will lead the delegation of the Republic of Moldova, while Commissioner for Enlargement, Marta Kos, will represent the European Commission.  The meeting will provide an opportunity to exchange views on the Republic of Moldova’s EU accession process, on political dialogue and reforms – in particular justice, freedom and security, cooperation and convergence in the field of foreign and security policy, and economic and other sectoral cooperation, with a focus on energy and trade.

·       The 8th meeting of the Moscow Format Consultations on Afghanistan will take place in Moscow, Russia.

·       The MED9 Summit, bringing together an informal group of nine southern EU member states, is held in Split, Croatia.

·       Today is Republic Day in Portugal.

Economic & Financial Reports/Events –

·       The European Central Bank holds its Conference on Monetary Policy in Frankfurt, Germany.  ECB Chief Economist Philip R. Lane kicks off the conference with a keynote speech.

·       European Central Bank Board Member Isabel Schnabel participates in a meeting with "Ausschuss für Wirtschafts- und Währungspolitik" of the Association of German Banks in Frankfurt, Germany.

·       European Central Bank Board Member Sharon Donnery participates in a panel discussion at the OeNB-SUERF-JVI-Yale Conference in Vienna, Austria. ECB Governing Council  member Martin Kocher will also speak.

·       European Central Bank Governing Council Member Joachim Nagel gives speech ‘How Geopolitics Is Reshaping Growth, Monetary Policy and the Role of Gold as a Reserve Asset,’ at Global Precious Metals Conference in Sorrento, Italy.

·       European Central Bank Governing Council Member Olli Rehn holds a press briefing in Helsinki on the euro-area economic outlook.

·       Spanish central-bank Governor José Luis Escrivá and Economy Minister Carlos Cuerpo speak at financial education event in Madrid, Spain.

·       Ireland AIB Services PMI (September)

·       Russia S&P Global Composite/Services PMI (September)

·       Spain S&P Global Composite/Services PMI (September)

·       Italy S&P Global Composite/Services PMI (September)

·       France S&P Global Composite/Services PMI (September)

·       Germany S&P Global Composite/Services PMI  (September)

·       Euro Area S&P Global Composite/Services PMI (September)/ PPI (August)

·       UK New Car Sales (September)/ S&P Global Composite/Services PMI (September)

·       Slovenia Balance of Trade (August)

·       Serbia PPI (September)

·       EARNINGS: Daiseki

Middle East

Political/Social Events –

·       A committee of the Makkah Defense Pact between Saudi Arabia, Türkiye and Pakistan will hold talks in Riyadh, Saudi Arabia. The meeting brings together defense and foreign ministers as well as army chiefs of staff from all three countries.

Economic & Financial Reports/Events –

·       Saudi Arabia Riyad Bank PMI (September)

·       UAE S&P Global PMI (September)

Africa

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Egypt S&P Global PMI (September)

·       South Africa S&P Global PMI (September)

Tuesday, October 6, 2026

Global

·       The UN Security Council is scheduled to hold a briefing on the Cooperation between the United Nations and regional and subregional organizations (African Union).

·       The UN will hold a “High-Level event marking three years since the October 7th attack against Israel, honoring those affected and reflecting on resilience, remembrance, and the path forward.”

·       The UN’s World Meteorological Organization will convene the Global Heat Forum in Bangkok, Thailand through October 9th.

·       The winner of the Nobel Prize for Physics is announced today.

Americas

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Federal Reserve Vice Chair for Supervision Michelle W. Bowman gives a speech on modernizing regulation and supervision at the 2026 Community Banking Research Conference in St. Louis, Missouri.

·       New York Federal Reserve Bank CEO & President John Williams moderates a discussion at the New York Federal Reserve Bank’s Governance and Culture Reform Conference in New York.

·       Kansas City Federal Reserve Bank President Jeffrey Schmid speaks in fireside chat at Enid Regional Development Alliance luncheon on monetary policy and rural development Oakwood Country Club, Enid, Oklahoma.

·       Dallas Federal Reserve Bank President Lorie Logan participates in a conversation in San Antonio, Texas, with former Banco de Mexico Governor Agustin Carstens.

·       USA LMI Logistics Managers Index (September)/ ADP Employment Change Weekly/ Imports/Exports/Balance of Trade (August)/ Redbook (October/03)/ RCM/TIPP Economic Optimism Index (October)/ API Crude Oil Stock Change (October/02)

·       Mexico Consumer Confidence (September)

·       Canada Imports/Exports/Balance of Trade (August)/ Ivey PMI s.a (September)

·       Brazil Balance of Trade (September)

·       Colombia PPI (September)

·       Uruguay Interest Rate Decision

·       EARNINGS: Constellation Brands

Asia

Political/Social Events –

·       OpenAI Chief Strategy Officer Jason Kwon is set to appear in Sydney before the Joint Select Committee on Artificial Intelligence, which examines AI opportunities and risks , including its implications for Australia's national security and strategic resilience. Kwon's appearance comes after Prime Minister Anthony Albanese revealed that an OpenAI agent had gained unauthorized access to data through the public-facing Medicare Statistics Reporting Service portal. OpenAI has apologized for the incident, saying it was "working to do better in the future."

Economic & Financial Reports/Events –

·       New Zealand NZIER Business Confidence Q3/ NZIER Capacity Utilization Q3

·       South Korea Foreign Exchange Reserves (September)

·       Australia Westpac Consumer Confidence Change (October)/ Westpac Consumer Confidence Index (October)/ ANZ-Indeed Job Ads (September)

·       Hong Kong S&P Global PMI (September)

·       Philippines Inflation Rate (September)

·       India HSBC Composite PMI (September)/ HSBC Services PMI (September)

·       EARNINGS: Top Glove

Europe

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       European Central Bank Board Member Sharon Donnery participates in a panel discussion at the 17th FMA Supervisory Conference in Vienna, Austria.

·       European Central Bank Chair of the Supervisory Board Claudia Buch participates in a panel discussion at the 17th FMA Supervisory Conference in Vienna, Austria.  Following this, ECB Board Member Frank Elderson participates on a panel discussion.

·       European Central Bank Board Member Piero Cipollone participates in a livestreamed MNI Connect video conference on the digital euro.

·       Bank of England Member of the Monetary Policy Committee Catherine Mann participates in a fireside chat at the TS Lombard Capital Markets Summit 2026 in London.

·       Germany Factory Orders (August)/ S&P Global Construction PMI (September)

·       Romania Retail Sales (August)

·       Hungary Industrial Production (August)/ Retail Sales (August)

·       France Industrial Production (August)/ Budget Balance (August)/ S&P Global Construction PMI (September)

·       Slovakia Retail Sales (August)

·       Spain Industrial Production (August)

·       Switzerland Unemployment Rate (September)

·       Euro Area S&P Global Construction PMI (September)/ Retail Sales (August)

·       Italy S&P Global Construction PMI (September)

·       UK S&P Global Construction PMI (September)

·       EARNINGS: Lamb Weston, RPM International

Middle East

Political/Social Events –

·       Today is Armed Forces Day in Egypt, a national holiday.

Economic & Financial Reports/Events –

·       Jordan PPI (August)/ GDP Growth Rate Q2

Africa

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Wednesday, October 7, 2026 

Global

·       World Global Supply Chain Pressure Index (September)

·       The Nobel Prize for Chemistry is announced today.

·       The OECD Forum on Green Finance and Investment at the OECD headquarters in Paris and online, running until October 8.

·       IMF Managing Director Kristalina Georgieva gives a curtain-raiser speech in Singapore ahead of this month’s IMF and World Bank annual meetings.

Americas

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       The Federal Reserve’s FOMC Meeting Minutes are released.

·       US MBA 30-Year Mortgage Rate (October/02)/ MBA Mortgage Applications (October/02)/ MBA Mortgage Market Index (October/02)/ MBA Mortgage Refinance Index (October/02)/ MBA Purchase Index (October/02)/ Used Car Prices (September)/ EIA Crude Oil/Gasoline Stocks Change (October/02)/ Consumer Inflation Expectations (September)/ Consumer Credit Change (August)

·       Chile Imports/Exports/Balance of Trade (September)

·       Mexico Auto Exports (September)/ Auto Production (September)/ Foreign Exchange Reserves (September)

·       Brazil Car Production (September)/ New Car Registrations (September)

·       Costa Rica Inflation Rate (September)

·       Argentina Industrial Production (August)

·       Colombia Inflation Rate (September)

·       Peru Interest Rate Decision

·       El Salvador Inflation Rate (September)

·       EARNINGS: Levi’s, Richardson Electronics

Asia

Political/Social Events –

·       ASEAN Energy Ministers meet in Manila.  They will discuss strengthening energy cooperation and security, particularly as the region continues to grapple with the energy shock from the US war with Iran.

·       The Milken Institute Asia Conference begins in Singapore.

·       South Korea will carry out the fifth launch of its homegrown Nuri space rocket, its first since a successful operation late last year. The launch will gauge progress in the rocket's ability to put satellites into orbit.

·       TOKEN2049, a major crypto conference in Singapore, begins today and runs through October 8th .

Economic & Financial Reports/Events –

·       Australia Ai Group Industry Index (September)/ Ai Group Construction Index (September)/ Ai Group Manufacturing Index (September)/ Building Permits (August)/ Private House Approvals (August)

·       Japan Reuters Tankan Index (October)/ Average Cash Earnings (August)/ Overtime Pay  (August)/ BoJ JGB Purchase/ Foreign Exchange Reserves (September)/ Coincident Index  (August)/ Leading Economic Index (August)

·       Philippines Unemployment Rate (August)/ Industrial Production (August)

·       Indonesia Foreign Exchange Reserves (September)

·       New Zealand Global Dairy Trade Price Index (October/06)

·       India RBI Interest Rate Decision/ Cash Reserve Ratio

·       Taiwan Inflation Rate (September)

·       Singapore Foreign Exchange Reserves (September)

·       Turkey Treasury Cash Balance (September)/ Imports/Exports/Balance of Trade (September)

Europe

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       European Central Bank Vice Chair Boris Vujčić gives a speech in Brussels, Belgium, at an event entitled "The European Commission Bank Competitiveness Report: A Dialogue between EU Policy Makers and the Private Sector." Later in Brussels, he participates in a panel discussion entitled “Beyond The Balance Sheet: How Banks Shape Our Financial System" at an event organized by Capitant Leuven.

·       European Central Bank Board Member Piero Cipollone participates in a panel discussion at Reinventing Bretton Woods Committee International Research Fair organized by the Central Bank of the Philippines in Cebu, Philippines.

·       Germany Industrial Production (August)

·       UK Lloyds House Price Index (September)/ BBA Mortgage Rate (September)

·       Hungary Inflation Rate (September)/ Monetary Policy Meeting Minutes

·       France Imports/Exports/Balance of Trade (August)/ Current Account (August)/ Foreign Exchange Reserves (September)

·       Switzerland Foreign Exchange Reserves (September)

·       Poland Foreign Exchange Reserves (September)/ Interest Rate Decision (October)

·       Russia Foreign Exchange Reserves (September)/ Vehicle Sales (September)

·       EARNINGS: Avon Technologies, Hollywood Bowl, Netcall, Shell

Middle East

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Israel Foreign Exchange Reserves (September)

Africa

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       South Africa Foreign Exchange Reserves (September)

·       Kenya Interest Rate Decision/ GDP Growth Rate Q2

Thursday, October 8, 2026

Global

·       The Nobel Prize for Literature is announced today.

·       The Arctic Circle Assembly begins in Reykjavík and runs through October 10th.

Americas

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Federal Reserve Board Governor Christopher J. Waller gives a speech on the economic outlook at the Central Bank of the Republic of Türkiye (TCMB) İstanbul Economic Forum, Ümraniye/İstanbul, Türkiye.

·       Minneapolis Federal Reserve Bank CEO & President Neel Kashkari speaks at the bank’s Institute Research Conference being held in conjunction with the University of Chicago and Stanford University entitled “Macroeconomic Policy Perspectives: The Long-Run Implications of Deglobalization.”

·       St. Louis Federal Reserve Bank President Alberto Musalem speaks at a Bloomberg event in New York.

·       Chile Inflation Rate (September)

·       Mexico Inflation Rate (September)/ PPI (September)/ Monetary Policy Meeting Minutes

·       USA Initial Jobless Claims (October/03)/ Continuing Jobless Claims (September/26)/ Jobless Claims 4-week Average (October/03)/ NY Fed Bill Purchases 1 to 4 months/ Wholesale Inventories (August)/ EIA Natural Gas Stocks Change (October/02)/ 15-Year Mortgage Rate (October/08)/ 30-Year Mortgage Rate (October/08)/ Fed Balance Sheet (October/07)

·       EARNINGS: PepsiCo, NovaGold

Asia

Political/Social Events –

Economic & Financial Reports/Events –

·       South Korea Current Account (August)

·       Japan Current Account (August)/ Foreign Bond Investment (October/03)/ Stock Investment by Foreigners (October/03)/ Eco Watchers Survey Current (September)/ Eco Watchers Survey Outlook (September)

·       Australia Consumer Inflation Expectations (October)

·       Indonesia Consumer Confidence (September)

·       China Foreign Exchange Reserves (September)

·       Philippines Foreign Exchange Reserves (September)

·       Taiwan Imports/Exports/ Balance of Trade (September)

·       Hong Kong Foreign Exchange Reserves (September)

·       Turkey Foreign Exchange Reserves (October/02)

Europe            

Political/Social Events –

·       EU Trade Commissioner Maros Sefcovic is expected to visit China through October 9 for talks with Commerce Minister Wang Wentao.

·       The Eurogroup meets in Luxembourg.  Ministers will discuss and prepare for a number of upcoming international meetings and developments in the exchange rate.

·       An informal meeting of EU Development Ministers will take place through October 9 in Dublin, Ireland.

·       The EU Economic and Financial Affairs Council meets in Luxembourg.  The agenda includes finalizing a market integration and supervision package, exchanging views on the EU Commission’s report on the competitiveness of the banking sector, and assessing the impact of the Ukraine War on the economic outlook and financial markets.

·       In the UK, Holborn and St Pancras hold a by-election.

Economic & Financial Reports/Events –

·       The European Central Bank releases its Monetary Policy Meeting Accounts.

·       Bank of England Governor Andrew Bailey speaks at the Central Bank of Turkey Forum in Istanbul, Turkey.

·       Bank of England Deputy Governor Clare Lombardelli speaks at the West Midlands Growth Summit in Coventry, UK.

·       European Central Bank Chief Economist Philip R. Lane participates in a fireside chat and Q&A at the Societe Generale Annual Global Markets Conference in London, United Kingdom.

·       Bank of England Chief Economist Huw Pill speaks at the GZERO Summit in London.

·       Bank of England Member of the Monetary Policy Committee Megan Greene speaks at the STANLIB Asset Management Offshore Summit 2026 in Cape Town, South Africa.

·       UK RICS House Price Balance (September)

·       Ukraine Foreign Exchange Reserves (September)

·       Germany Imports/Exports/Balance of Trade (August)/ New Car Registrations (September)

·       Greece Balance of Trade (August)

·       Ireland Harmonized Inflation Rate (September)

·       Serbia Interest Rate Decision

·       Romania Interest Rate Decision

·       EARNINGS: Südzucker, Tesco, Unite Group, Volution Group, Intercede Group

Middle East

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Israel Business Confidence (September)

Africa

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Egypt Foreign Exchange Reserves (September)

·       South Africa Manufacturing Production (August)

Friday, October 9, 2026 

Global

·       The UN Security Council is scheduled to hold a briefing on the situation in the Middle East, followed by consultations regarding Yemen,

·       The Nobel Peace Prize is announced today.

Americas

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Boston Federal Reserve Bank President Susan Collins is expected to give brief remarks at a conference in Memory of John Leahy at the Ford School of Public Policy, University of Michigan, Ann Arbor, Michigan.

·       Brazil Inflation Rate (September)

·       Canada Unemployment Rate (September)/ Employment Change (September)/ Full-Time Employment Chg (September)/Part-Time Employment Chg (September)/ Participation Rate (September)/Average Hourly Wages (September)

·       USA Michigan Consumer Sentiment (October)/ Michigan 5 Year Inflation Expectations  (October)/ Michigan Consumer Expectations (October)/ Michigan Current Conditions  (October)/ Michigan Inflation Expectations (October)/ WASDE Report/ Baker Hughes Oil Rig Count (October/09)/ Baker Hughes Total Rigs Count (October/09)

·       El Salvador PPI (September)

·       EARNINGS: Delta

Asia

Political/Social Events –

·       The annual Summit of the Commonwealth of Independent States Heads of State will take place in Turkmenbashi, Turkmenistan.

Economic & Financial Reports/Events –

·       Japan Household Spending (August)/ Machine Tool Orders (September)

·       Indonesia Retail Sales (August)/ Motorbike Sales (September)

·       Thailand Consumer Confidence (September)/ Foreign Exchange Reserves (September)

·       Malaysia Industrial Production (August)/ Retail Sales (August)/ Unemployment Rate (August)

·       India Foreign Exchange Reserves (October/02)

·       Turkey Industrial Production (August)

Europe

Political/Social Events –

·       The Czech Republic holds the 1st round of senatorial elections, extending through October 10th.

·       UK Prime Minister Andy Burnham to speak at an “innovation summit” in Manchester, organized by former British PM Gordon Brown.

Economic & Financial Reports/Events –

·       European Central Bank Board Member Piero Cipollone participates virtually in a discussion at the workshop Algo-trading & DeFi – Algorithmic Trading, Decentralized Finance and Artificial Intelligence in Capital Markets in Milan, Italy.

·       European Central Bank Board Member Isabel Schnabel gives a presentation and participates in a panel discussion at the Symposium in Honour of Professor Lars Feld in Lucerne, Switzerland.

·       European Central Bank Governing Council Member Pierre Wunsch speaks at the National Bank of Belgium’s biennial international research conference.

·       Hungary Budget Balance (September)

·       Romania GDP Growth Rate Q2

·       Slovakia Balance of Trade (August)/ Industrial Production (August)

·       Switzerland Consumer Confidence (September)

·       Italy Industrial Production (August)

·       Slovenia Industrial Production (August)

·       Greece Harmonized Inflation Rate (September)/ Industrial Production (August)

·       Belarus Inflation Rate (September)

·       Ukraine Inflation Rate (September)

·       Russia Inflation Rate (September)

·       Spain Consumer Confidence (September)

Middle East

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Africa

Political/Social Events –

·       Today is Independence Day in Uganda, a national holiday.

Economic & Financial Reports/Events –

·       Egypt Inflation Rate (September)

·       Angola Inflation Rate (September)

·       Tanzania Inflation Rate (September)

Saturday, October 10, 2026

Global

·       Nothing significant to report.

Americas

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Asia

Political/Social Events –

·       Today is National Day in Taiwan. President Lai Ching-te expected to deliver an address that will underscore his commitment to strengthening defenses for the island democracy, which is claimed by China. This year's speech comes as Taipei faces growing pressure from Beijing's maritime "law enforcement" operations in waters around Taiwan.

·       North Korea celebrates Party Foundation Day.  Expect a major speech by North Korean Leader Kim Jong-un.

Economic & Financial Reports/Events –

·       Indonesia Car Sales (September)

Europe

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Middle East

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Africa

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Sunday, October 11, 2026

Global

·       The World Health Summit begins in Berlin, running until October 13.

Americas

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Asia

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Europe

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Middle East

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Saudi Arabia Industrial Production (August)

Africa

Political/Social Events –

·       Nothing significant to report.

Economic & Financial Reports/Events –

·       Nothing significant to report.

Looking at the Weeks (and Months) Ahead

·       October 4: Brazil holds presidential and legislative elections.

·       October 11–13: The World Health Summit is held in Berlin, Germany.

·       October 12: The Nobel Prize for Economics is announced today.

·       October 12–18: The IMF and World Bank Meetings are held in Bangkok, Thailand.  Finance ministers and central bank governors will be meeting on the sidelines of the IMF/World Bank meetings on October 15th.

·       October 14: The International AI Summit is held in Dublin, Ireland.

·       October 19 – 23: COP13 (Conference of Parties to the UN Convention Against Transnational Organized Crime (UNTOC) takes place in Vienna, Austria.

·       October 25 – 27: the UN Trade and Development (UNCTAD) 9th World Investment Forum takes place in Doha, Qatar.

·       October 27: Israel holds legislative elections which will determine who will be the next prime minister.

·       October 26-29: China holds the Fifth Plenary Session of the party’s 20th Central Committee, the most important political meeting for the Chinese Communist Party each year.

·       October 28-29: The 3rd Russia-Africa Summit is held in Moscow.

·       October 30–31: The G20 Foreign Ministers meeting is held in Atlanta, Georgia.

·       November 3: The US midterm elections are to be held. All 435 members of the US House of Representatives, 1/3 of the US Senate, 36 governors, and 6,000 state legislative seats will be decided.

·       November 7: New Zealand holds general elections.

·       November 9–20: The United Nations’ COP31 Conference will be held in Antalya, Turkey.

·       November 1819: The APEC Summit will be held in Shenzhen, China.

·       December 1: The UK takes over the presidency of the G20.

·       December 2–4: The UN Water Conference is held in the UAE.

·       December 10: The G20 Sherpa Meeting IV will be held in Miami, Florida.

·       December 14–15: The G20 Leaders’ Summit will be held at the Trump National Doral in Miami, Florida.

2027

·       January 1: The US takes over the presidency of the G7.

·       January 16: Nigeria holds general elections.

·       January 18–22: The World Economic Forum is held in Davos, Switzerland.

·       January 30: Germany holds presidential elections.

·       April 12–18: The IMF/World Bank Spring Meetings take place in Washington, D.C.

·       April 18: France holds presidential elections. If needed, a second round has been set for May 2.