Monday-open supplement: week of Oct 26-30 — delta to Oct 22 week-ahead heads-up

What happened

Delta-only supplement to the full Oct 26-30 week-ahead heads-up sent Oct 22. Into Monday's open, U.S.-Iran de-escalation (strike shelved, talks due to begin Monday Oct 26) competes with a still-live Houthi-Saudi front, while Brazil's Lula runoff win crashed EWZ overnight. Two calendar additions vs. the Oct 22 heads-up: September PCE on Thu Oct 29 and the OpenAI investor signature deadline Fri Oct 30.

Who’s affected

• Broad U.S. equities / S&P 500 / Nasdaq; energy and oil (Brent, XOM, CVX)
• EWZ, PBR, ITUB and Brazil exposure
• NVDA, AMZN, MSFT, GOOGL ahead of hyperscaler prints