Key Economic Data and Bank Earnings to Shed Light on Inflation, Rates, and Growth

September CPI inflation data and start of Q3 earnings season are highlights. CPI expected to show inflation easing.

Fed minutes will provide more insight into future policy moves after hot September jobs report.

Bank earnings from JPMorgan, Citi, and Wells Fargo will provide view on consumers and economy.

Rise in bond yields last week may give Fed cover to pause rate hikes but keeps recession risks elevated.

Upside earnings surprises possible given economic strength. Earnings ultimately drive stocks long-term.