The Market Again Between Inflation and Recession: What to Expect October 12–16

The Market Again Between Inflation and Recession: What to Expect October 12–16

Markets find themselves once again caught between inflationary pressures and the risk of economic slowdown. During the week of October 12–16, the focus will be on the U.S. CPI and PPI, IMF forecasts, the oil market, data from China and the Eurozone, reports from major banks, and TSMC. We analyze which signals could change expectations regarding rates, growth, and risk assets.

US Labor Market Under the Microscope: What Will Drive Markets from September 28 to October 4
09/29/2026
US Labor Market Under the Microscope: What Will Drive Markets from September 28 to October 4
The main theme of the week will be the US labor market: traders will be watching JOLTS, ADP, and Nonfarm Payrolls. Additional drivers include ISM, eurozone inflation, Nike's report, and the OPEC+ decision.
Why Bitcoin Rose by 10% in a Week and Then Fell Again
09/29/2026
Why Bitcoin Rose by 10% in a Week and Then Fell Again
From September 17 to 24, Bitcoin rose by 10.5% but then retreated from its peak. We analyze how ETF inflows, short position closures, and the macroeconomic background influenced the movement.