Wall Street is holding its breath for the number that could reset Fed expectations this afternoon.
September CPI drops at 8:30 a.m. ET. (Singapore 8.30pm). Consensus looks for headline inflation to tick up to 3.6% year-over-year (from 3.4%) and core to 2.5% (from 2.4%). With the 10-year yield already hovering near 5.2% and the Fed still signaling at least one more hike is possible this year, a hotter print would pressure rate-sensitive stocks and keep bond yields elevated. A softer surprise could give equities room to bounce.
My personal opinion will be 3.6% for headline and core inflation 2.6%.
Watch energy, shelter, and the core monthly figure—those will move the tape.
$Vistra Energy Corp.(VST)$ $Blackstone Group LP(BX)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$
Modify on 2026-10-14 20:35
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- Obigoot·10-14CPI came in hotter than consensus. don't expect any green tonight...brace for impactLikeReport