Daily Agenda: ECB Minutes, US Jobless Claims, Nobel Literature Prize

The ECB minutes carry the most market weight here, since they may reveal how divided the Governing Council was at a meeting where policy held steady, which matters for rate-path expectations into year-end. Waller's Istanbul remarks matter because Fed speakers have been steering the front end while data stays mixed, and the jobless claims print gives the week's first read on labor-market momentum. Watch whether the minutes show a genuine split and whether claims continue their recent drift — those are the open questions.