US CPI data pushes Fed rate hike odds higher; Wall Street bounces back
August CPI data kept the Fed on track for a rate hike, pushing Treasury yields higher, while US stocks rebounded.
11/09/2026 21:2126 min read
Fed
Wall Street bounces back on Friday but ends week in the red
US stocks rallied sharply Friday but major indexes still posted weekly losses after a hot CPI report raised rate hike expectations.
11/09/2026 20:4115 min read
JPMorgan revises forecast: Fed to hike in September and December
JPMorgan predicts Fed rate hikes in September and December; market had already priced in 86%.
11/09/2026 18:312 min read
Rate Hike Bets Hit 87% as Trump's Rate Strategy Falls Short
Traders see 86.9% chance of Fed rate hike next week, contradicting Trump's promises. Kevin Warsh has yet to cut rates since becoming chair.
11/09/2026 18:0015 min read
UMich Sentiment Drops to 47.8 in September, Below Expectations
University of Michigan consumer sentiment for September came in at 47.8, below the 51.0 forecast.
11/09/2026 14:212 min read
US CPI Data Sparks Initial Rate Hike Expectations, Then Markets Reverse Course
US CPI data initially boosted September rate hike odds above 90%, but markets reversed with stock futures rising and the dollar retreating.
11/09/2026 13:1312 min read
US CPI forecast distribution breakdown
US CPI forecast distribution shows consensus at 3.4% Y/Y and 0.2% core M/M. Only a soft core CPI may offer short-term relief.
11/09/2026 07:236 min read
Jim Cramer: 30-Year Treasury Now the Dominant Market Force
Jim Cramer says the 30-year Treasury yield near 5.3% now drives stocks, overriding fundamentals.
11/09/2026 05:419 min read
Siegel Urges Fed to Hike Rates Next Week Despite Selloff Risk
Jeremy Siegel says the Fed must raise rates next week to maintain credibility, despite risk of a selloff.
11/09/2026 03:567 min read
GOP Faces Midterm Headache as Treasury Yields Stay Elevated
Rising 10-year Treasury yields near 4.85% pressure GOP midterm strategy as Trump pledges $5,000 payments amid debt concerns.
11/09/2026 02:578 min read
August CPI Report to Shape Fed Rate Hike Odds Before Meeting
Friday's August CPI report, the final inflation data before the Fed's meeting, is expected to decide rate hike odds after PPI raised them above 70%.
11/09/2026 02:0117 min read
The oil market's abrupt surge is becoming a genuine headache
Brent and WTI both climbed 6% for a ninth straight session, sending Brent to its highest level since May. The rally is set to produce an ugly September CPI…
10/09/2026 18:126 min read
Dollar Stagnation Threatens US Consumers and Markets
The US dollar has stalled for a month; a weak dollar could raise import costs for American consumers.
10/09/2026 16:567 min read
Bitcoin Slides as US-Iran Tensions Flare Again
Bitcoin dropped over 2% on Thursday, trading near $77,200, as US-Iran tensions lifted oil prices and traders priced in a Fed rate hike.
10/09/2026 16:427 min read
Oil surge, bond slide strengthen case for Fed rate hike
Oil crosses $100, 10-year yields reach 4.90%, and hot PPI reinforces Sept. 16 Fed hike bets.
10/09/2026 13:046 min read