CNBC
11 Nov 2026, 13:16 UTC · 2h ago
Impact · against what's priced in
The hawkish shift among Fed officials following a 'disturbing' October CPI print increases the likelihood of aggressive rate hikes in December and January. This creates immediate headwinds for companies with high floating-rate debt or long-duration valuations.
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What the story claims
4 claims · scored −1 bearish … +1 bullish · 4 new · 0 priced in
Fed Governor Christopher Waller stated a hot inflation report could push him toward advocating for a half-point interest rate increase in December.
Newsaid in London early Tuesday
So whatA 50bps hike would move the upper bound of the current 3.75%-4% range to 4.5% by year-end.
More negative than 98% of claims this week
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The seasonally adjusted consumer price index rose 0.4% in October, exceeding economist predictions.
NewBureau of Labor Statistics' Tuesday release
So whatThis print triggers the 'around 0.3' threshold mentioned by Waller for an outsized December move.
More negative than 97% of claims this week
Dallas Fed President Lorie Logan sees a need for two additional quarter-point interest rate increases.
Newspeaking Tuesday after the inflation report
So whatTwo more 25bps hikes would push the terminal rate to 4.25%-4.5% by the January meeting.
More negative than 93% of claims this week
Chicago Fed President Austan Goolsbee described the latest inflation data as 'borderline disturbing' and a 'real inflation issue'.
Newinterview with PBS Tuesday
So whatThough not a voting member until next year, Goolsbee's hawkish shift increases the probability of a consensus hike in December.
More negative than 83% of claims this week
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