We're back after a week away and there's no shortage of action across financial markets to talk about! Another busy week looms, with a crucial inflation report due in the US just as bond yields hit 15-year highs. We'll also see the September quarter global reporting season begin, with some of the financial heavyweights set to release earnings reports late in the week. On the local front, the election will take centre stage on Saturday. Will we see a change of government, what could that mean for investors, and how might Winston Peters feature in the outcome?