Market Sentiment Shifts on Fed Rate Hike Odds
Markets now assign a 24.9% probability to a 25 basis point Fed rate hike in October following a stronger-than-expected inflation report.

Markets now assign a 24.9% probability to a 25 basis point Fed rate hike in October following a stronger-than-expected inflation report.

China's National Bureau of Statistics reported a sharp year-on-year price increase for electronics in September, with data storage devices rising by 46.7%.
Traders on the Kalshi prediction market project a 3.6% median CPI for December 2026, signaling that inflation will remain well above the Federal Reserve's 2% target.

Traders on the prediction market Kalshi are betting on a rise in September CPI, with market odds currently diverging from economist forecasts for the upcoming October 14 data release.

Federal Reserve official Hammack warned that elevated inflation risks could lead to potential interest rate hikes in 2026.

Polymarket bettors assign an 83% probability to a 25 basis-point Fed rate hike on September 16, with combined betting volume on the outcome exceeding $190 million.

Bitcoin prices rebounded following the release of August inflation data as markets prepare for the upcoming Federal Reserve interest rate decision.

Bitcoin recovered to over $78 700 following a brief dip caused by US inflation data, while market expectations for a Federal Reserve rate hike rose to 85.6%.

A record 5.9% surge in wireless service prices drove the US core CPI higher in August 2026, sparking debate over whether the increase reflects real inflation or a change in BLS methodology.

August core inflation rose by 0.3%, driving the probability of a September rate hike to 90% as supercore services costs accelerated.

US inflation data for August showed a 0.4% monthly increase, with core CPI rising 0.3% and exceeding market expectations ahead of the upcoming Federal Reserve meeting.

US consumer prices rose 3.4% annually in August, driven primarily by a 3.9% monthly increase in gasoline costs.

US inflation remained at 3.4% in August, prompting markets to anticipate a potential interest rate hike by the Federal Reserve at its upcoming September meeting.

Markets await the August CPI report as the probability of a 25-basis-point Federal Reserve rate hike rises to 70%.

US headline inflation is expected to cool to 3.3% in August 2026, ahead of the Federal Reserve's upcoming policy meeting.

Prediction markets indicate a 62% chance that August 2026 inflation will surpass 3.3%, impacting expectations for the upcoming Federal Reserve meeting.

The upcoming August CPI report, due September 11, will be a decisive factor for the Federal Reserve's interest rate policy at the September 15–16 meeting.

The upcoming August U.S. CPI report, due September 11, is a key factor for the Federal Reserve’s interest rate decision at the September 15-16 meeting.

US core CPI for August is projected to cool to 2.3–2.4% year-over-year, potentially influencing the Federal Reserve's upcoming rate decision.

Northwestern Mutual warns that rising inflation data could prompt the Federal Reserve to hike interest rates in September and October.
