Fresh off a week where regional banking jitters collided with trade war theatrics, we're heading into arguably one of the most data-intensive stretches of October. Between inflation prints that could reshape Fed expectations, PMIs offering our first real pulse-check on global growth, and geopolitical chess moves from Washington to Beijing, there's plenty to keep us on our toes. Here's a rundown of the major themes driving the markets lately and what to look out for next.