Wednesday, October 14, 2026

US CPI inflation report

The US Consumer Price Index for September 2026 rose 3.7% year over year when it was released at 8:30 AM ET. The hotter‑than‑expected reading pushed 10‑year Treasury yields higher and sent stocks opening lower on the major indices. Yields jumped sharply, reflecting the market’s reaction to the elevated core inflation figure.

Official release at the Bureau of Labor Statistics →

1. Pre-open outlook4:02 AM ET

   On Wednesday, October 14, the US stock market has not opened yet. Overnight, oil rose amid growing Mideast tensions and the IEA said a diesel squeeze is set to last well into 2027. ASML reported strong profit, smashing expectations. Today, the US CPI inflation report is ahead.

2. Midday check12:01 PM ET

   US stocks opened lower as bond yields surge after a hot inflation report. The consumer prices rose 3.7% annually in September, with gas prices skyrocketing. Bank of America shares drop 8% after a third-quarter revenue miss, while Morgan Stanley tops estimates as equities trading revenue beats expectations. Attention now turns to Thursday's US PPI wholesale inflation report.

3. Closing wrap7:31 PM ET

   The S&P 500 and Nasdaq logged their worst day since July as the AI trade stumbled. The market now looks ahead to Thursday's US PPI wholesale inflation report.

AI-generated as the day ran, from the data of each moment; corrections keep the original one click away. Informational only — not investment advice.

Scheduled and released

• US CPI inflation report — 3.7% year-over-year (September 2026)

Headlines of the day

1. 4:02 AM ETThe latest inflation data is expected to show price increases are accelerating — CNBC Economy
2. 4:02 AM ETU.S. Treasury yields inch lower as investors await key inflation report — CNBC
3. 4:02 AM ETDow snaps 3-day win streak to end lower; chip selloff drags down S&P 500, Nasdaq — MarketWatch
4. 4:02 AM ETOil rises amid growing Mideast tensions between Iran-backed Houthis and Saudi Arabia — CNBC World
5. 4:02 AM ETDiesel squeeze set to last well into 2027 as Iran war disrupts supply, IEA says — CNBC World
6. 4:02 AM ETJ&J's 6% slide on an imperfect quarter is a gift to prospective buyers — CNBC Earnings
7. 4:32 AM ETChina's producer prices rise at fastest pace since June 2022, beating expectations — CNBC
8. 4:32 AM ETTaiwan agrees to buy 30% of gas from Alaska LNG project, Trump says — CNBC
9. 5:02 AM ETRussia pounds Ukraine's energy infrastructure, leaving 600,000 without power — CNBC
10. 5:02 AM ETStocks remain mostly lower in final hour of trading, weighed down by healthcare — MarketWatch
11. 6:32 AM ETBank of America is set to report third-quarter earnings – here’s what the Street expects — CNBC Earnings
12. 6:32 AM ETUnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs — CNBC Earnings
13. 7:02 AM ETASML says it's getting order interest through 2030 as profit smashes expectations — CNBC Earnings
14. 7:02 AM ETBank of America stock falls after below-forecast earnings: markets live — MarketWatch
15. 7:36 AM ETEconomic calendar: It's CPI day, with U.S. Treasury balance coming later — MarketWatch
16. 8:32 AM ETMoments away: This CPI report could determine the Fed's next move — MarketWatch
17. 8:32 AM ETIran says it’s ‘counting the moments’ until it can attack American warships; Saudi Aramco facilities attacked as Houthi attacks escalate — CNBC World
18. 8:32 AM ETMorgan Stanley tops estimates as equities trading revenue exceeds expectations by $909 million — CNBC Earnings
19. 9:03 AM ETCPI report: Core inflation is higher than expected — live updates — MarketWatch
20. 9:03 AM ETBank of America adds a profit miss to the misery of a $1.2 billion government fine — MarketWatch
21. 9:33 AM ETSocial Security’s COLA will be 3.6% in 2027 as inflation persists — MarketWatch
22. 10:03 AM ETStocks open lower as bond yields surge after hot inflation report — MarketWatch
23. 11:01 AM ETConsumer prices rose 3.7% annually in September as gas prices skyrocket — CNBC World
24. 12:01 PM ETContainer ship sinks in Strait of Hormuz as Iran steps up attacks — CNBC World
25. 1:04 PM ETRising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma — MarketWatch
26. 2:33 PM ETRising bond yields, higher inflation leave the Fed trapped in rate-hike dilemma — MarketWatch
27. 2:33 PM ETCoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge — CNBC
28. 3:01 PM ETFannie Mae sharply raises mortgage rate forecast for 2027 — CNBC
29. 4:02 PM ETWhat to expect at the next Fed meeting now that rate-hike odds are rising — MarketWatch
30. 4:02 PM ETS&P 500, Nasdaq on pace for worst day in about three months — MarketWatch
31. 5:31 PM ETS&P 500, Nasdaq log worst day since July as AI trade stumbles — MarketWatch
32. 5:31 PM ETDell stock plunges 11%, leading data center sell-off as fears mount about 'enterprise AI timing' — CNBC
33. 6:01 PM ETCoreWeave sparks worry about broader credit-market stress as its bonds tumble — MarketWatch

On Monday, the Dow Jones Industrial Average rose about 200 points while the Nasdaq 100 slipped, as Microsoft marked a revival milestone and Nvidia and AMD fell after new AI announcements failed to energize investors (MarketWatch). Investors also weighed Fed official Hammack’s warning that higher rates may be needed and President Trump’s defence of a Russia diesel deal (CNBC). On Tuesday, the Dow ended lower, snapping a three‑day winning streak, as chip‑stock weakness pulled the S&P 500 and Nasdaq down, with AI‑fatigue‑driven chips hitting a 16‑month low and UnitedHealth Group reporting Q3 revenue of $112.7 billion and earnings of $4.56 per share (MarketWatch). Wednesday saw the S&P 500 and Nasdaq record their worst day since July as the AI trade stumbled, shifting focus to Thursday’s U.S. PPI wholesale inflation report (MarketWatch). Thursday will bring the U.S. PPI wholesale inflation report and the U.S. retail sales report, while Friday remains open for any market developments.

AI-generated at that day's close, from the week's data to that point. Informational only — not investment advice.