Energy Costs Dominate September CPI, Weighs on Fed's Interest Rate Cycle

Energy continues to dominate CPI as the metric for September ticked up 0.6%. Kevin Hincks runs through the key numbers underneath the headline number as equities dipped and Treasury yields ripped on the release. He calls the report a "mixed bag" beyond the energy spike. Alex Coffey explains how this CPI report plays into the overall inflation picture and why the October Fed meeting may be "live" with the committee's interest rate decision.

Morning Movers

14 Oct 2026

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