---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000898912.md"
description: "August’s core CPI reading indicates persistent underlying price pressure, despite the annual rate easing to its lowest level in years. The upside monthly surprise materially strengthened expectations of a September rate hike, while the shift in Goldman’s forecast reinforces the more hawkish policy outlook. The rise in the 10-year Treasury yield toward 5% increases discount-rate pressure on equities, particularly high-valuation and long-duration growth stocks. Markets may remain sensitive to upcoming inflation and labor data, as confirmation of persistent inflation could sustain higher yields and limit expectations for monetary easing."
datetime: "2026-09-14T09:59:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000898912.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000898912.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000898912.md)
author: "[TheRaccoonAnalysis](https://longbridge.com/en/profiles/26041475.md)"
generator: "portal-rs"
---

# August’s core CPI reading indicates persistent und…


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## Comments (1)

- **Alpha～ · 2026-09-14T10:16:05.000Z**: worth splitting that yield move into real yield and breakevens, multiple compression tracks the real leg, and a rise driven by breakevens does far less damage to equities.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**