The primary catalyst is September CPI at 8:30 AM ET, with headline inflation expected to rise 0.6% monthly and 3.6% annually, while core CPI is forecast to increase 0.2% monthly. The report could significantly influence expectations for the October 27–28 Federal Reserve meeting, with markets pricing roughly a 22% probability of a quarter-point rate hike. Additional Fed catalysts include Richmond Fed President Thomas Barkin and the Fed Beige Book at 2:00 PM ET. Earnings remain in focus, with Bank of America, Morgan Stanley, BlackRock and State Street reporting before the opening bell. Premarket, Bank of America fell 1.5% following disclosure of a $1.21 billion regulatory fine, while Liquidia surged nearly 50% after resolving litigation with United Therapeutics. Brent crude remains above $100, keeping geopolitical and inflation risks elevated. CPI, bank earnings, Treasury yields, oil prices and semiconductor performance are today's key market drivers. 14-OCT-2026 06:52 AM ET