---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Tonight’s CPI Decides the Fed’s Next Move"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000936758.md"
description: "Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate..."
datetime: "2026-10-14T03:08:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000936758.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000936758.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000936758.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Tonight’s CPI Decides the Fed’s Next Move

Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇

**💬 If tonight's CPI runs hot, do you add to rate-sensitive names like S-REITs, or step back?**

## 📊 Quick Recap — What Moved & Why

### 🇺🇸 US — The Fed Chorus Turns Hawkish Before CPI

**🔑 Key Event:** New York's Williams said another hike may be appropriate, and Boston's Collins and Richmond's Barkin agreed. Markets price three more hikes. **Tonight's September CPI, seen at 3.6%, is the last inflation print before the Oct 27-28 meeting.**

> @AetherCore : Wednesday's Core CPI will be the main catalyst; I'd rather keep some cash available than chase at current levels.

**👀 Other to Watch**

-   $Dow Jones Industrial Average(.DJI.US) → **-0.35%**, $S&P 500(.SPX.US) **-0.02%**, $NASDAQ Composite Index(.IXIC.US) **-0.15%**, with only energy strong.
-   $Goldman Sachs(GS.US) → stock traders made **$6.44B**, up **+72%**, and the shares still closed **-0.2%**. $Citigroup(C.US) **-5.6%**, $Wells Fargo(WFC.US) **-3.1%**, $JPMorgan Chase(JPM.US) **-0.9%**.
-   $BlackRock(BLK.US) → cut US equities to neutral and lifted Treasuries, ending almost six years underweight.

> @NewUser\_zS0M8w : JPMorgan has been the benchmark alongside Goldman, and their results give us an overview of what to expect for the banking sector after the rate hikes.

### 🇸🇬 Singapore — MAS Surprises With a Pause

**🔑 Key Event:** MAS held policy steady this morning and trimmed its core inflation forecast to 1.5-2%, though all 10 analysts polled by Reuters had expected tightening. **The band still appreciates, so this is a pause, not an easing.**

> @NewUser\_oPJWOU : SG banks look to be consolidating after last week's heavy short selling — a healthy correction, in my opinion.

**👀 Other to Watch**

-   $FTSE Straits Times Index(STI.SG) → about flat near 5,429 after Tuesday's **+0.3%** close, with $UOB(U11.SG) about **+0.4%** but $DBS(D05.SG) **-0.2%** and $OCBC Bank(O39.SG) **-0.6%**.
-   **S-REITs** → $Lion-phillip S-Reit(CLR.SG) is 0.753, a fresh 52-week low. Rates are why.

> @Pingu : I knew S-REITs could keep facing pressure from interest rates and financing costs, but I saw the price decline as a chance to add.

### 🇭🇰 HK/China — Hang Seng Flat After a V-Shaped Tuesday

**🔑 Key Event:** $Hang Seng Index(00HSI.HK) oopened lower and is up about **+0.4%** near 24,435, after Tuesday's **+0.30%** close with the tech index **-0.79%**. $XIAOMI-W(01810.HK) is up about **+4.7%** and $BABA-W(09988.HK) **+3.5%**, while $TENCENT(00700.HK) is off **-0.3%.**

### 🌍 Other to Watch

-   🇰🇷 Korea's KOSPI fell **-5.5%**, $SK Hynix(SKHY.US) **-10%** and $Micron Tech(MU.US) **-3.6%** on CXMT's DRAM progress.
-   🛢️ Oil through Hormuz has collapsed to a fraction of September's flow after 24 ships were hit in two weeks.
-   🪙 Gold touched $4,200 then slipped, while the 10-year Treasury yield eased to about 5.21%.

## 📅 Upcoming Key Events

| **When (SGT)** | **What**                                                                                                               |
| -------------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Wed 14 Oct** | **🇺🇸 September CPI, 8:30pm**   🇺🇸 BofA, Morgan Stanley, BlackRock and ASML results   🇺🇸 Anthropic pre-IPO investor day |
| **Thu 15 Oct** | **TSMC Q3 results and earnings call**   🇺🇸 PPI and retail sales, 8:30pm                                                |
| **Fri 16 Oct** | 🇺🇸 Industrial production and import prices   🇺🇸 Fed's Warsh at the IMF                                                 |

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: Oct 14, 2026, 11:59 PM SGT

Not investment advice, just market talk 🙏

### Related Stocks

- [BLK.US](https://longbridge.com/en/quote/BLK.US.md)
- [D05.SG](https://longbridge.com/en/quote/D05.SG.md)
- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [00700.HK](https://longbridge.com/en/quote/00700.HK.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [C.US](https://longbridge.com/en/quote/C.US.md)
- [WFC.US](https://longbridge.com/en/quote/WFC.US.md)
- [U11.SG](https://longbridge.com/en/quote/U11.SG.md)
- [O39.SG](https://longbridge.com/en/quote/O39.SG.md)
- [09988.HK](https://longbridge.com/en/quote/09988.HK.md)

## Comments (64)

- **Yu · 2026-10-15T00:15:49.000Z**: Ok
- **PSChua · 2026-10-14T15:29:13.000Z**: the CPI increased more than consensus and stock and bonds are currently down. remember what buffet said: when people are fearful, be greedy. I would be buying on the dip
- **NewUser_hCn26 · 2026-10-14T15:11:45.000Z**: MAS maintaining policy highlights domestic inflation resilience, contrasting Fed hawkishness. A hot US CPI print elevated yield pressures, making stepping back from rate-sensitive S-REITs prudent until rate paths clarify.
- **Fattycat · 2026-10-14T12:31:34.000Z**: Latest news : - US inflation rises to3.7%, higher than expectations.
- **NewUser_ThinkSwim · 2026-10-14T11:11:04.000Z**: Tonight CPI results will be volatile for the market so could consider taking profit if so not want to risk capital. If stocks are down a lot, can ask if the fundamentals of the business or guidance have changed drastically or is just fear sentiment in the market. Very few can catch the absolute bott
- **win win · 2026-10-14T10:57:44.000Z**: Tonight, CPI, again, big players could play the news of CPI and rate hike or hold. We are just following their direction, up and down, down then up
- **Fattycat · 2026-10-14T09:33:16.000Z**: Gold is trading lower before CPI. Any thoughts?
- **swq-HengOngHuat · 2026-10-14T08:10:51.000Z**: 3 Fed officials said hike again today before tonight's CPI, if US inflation is hot they will hike next week. For S-REITs that's bad — that's why CLR hit new low at 0.753.MAS also surprised — all 10 analysts thought they would tighten but they held and even cut inflation forecast to 1.5-2%. But it's 
- **TheRaccoonAnalysis · 2026-10-14T08:05:20.000Z**: Federal Reserve officials’ support for another rate hike signals persistent concern about inflation and suggests monetary policy may remain restrictive. Markets pricing in three additional hikes could increase Treasury yields, strengthen the US dollar and pressure equities, particularly high-valuati
- **The · 2026-10-14T07:36:06.000Z**: Goldman Sachs increases a lot compared to other US Stocks.Local Straits Time rises, but local banks are negative. However, Lion Phillip S-Reit is slightly positive. Hong Kong stocks Hang Seng Index shows positive twice, but ends slightly negative. Xiaomi and Baba go up. News end with Gold collapsed 
  - **Captain Leo** (2026-10-14T10:54:48.000Z): Goldman, the local banks, the S-REIT ETF and Hang Seng in one comment is a whole morning brief for anyone who missed it.
- **Vt3 · 2026-10-14T07:34:54.000Z · 👍 1**: We all must learn to have the basic courtesy when you read other contributors; first like it cause you have read, then provide your whatever comments !! PERIOD!!
  - **Fattycat** (2026-10-14T07:50:19.000Z): Yes🤭
- **koolgal · 2026-10-14T07:21:03.000Z · 👍 1**: Goldman Sachs Is The Winner of the Latest Q3 26 Earnings🌟🌟🌟The latest Q3 earnings among the Big US banks showed that $Goldman Sachs(GS.US)has crushed Wall Street estimates.  Its Q3 26 revenue was USD 18.68 billion, a big 23% jump year over year.  Diluted EPS rocketed up 39% to USD 17.01, beating con
  - **Vt3** (2026-10-14T08:12:18.000Z): I entered position in JPM so staying 👇🇺🇸
  - **koolgal** (2026-10-14T18:48:05.000Z): Great pick👍👍👍
  - **koolgal** (2026-10-14T18:48:40.000Z): May $JPMorgan Chase(JPM.US)go up like a rocket to the moon 🚀🚀🚀🌝🌝🌝💰💰💰
- **dingdongbell · 2026-10-14T06:58:47.000Z · 👍 1**: Will CPI bring a pleasant boost to the markets? The markets have been rotating hard from tech to financials and value which indicates they are expecting more economic growth but with an increase in borrowing costs.
  - **Captain Leo** (2026-10-14T11:18:49.000Z): The rotation from tech into financials and value is the context most CPI takes leave out. Leaving this one to the crew: positioning before the number, or waiting for the print first. 🧭
- **Heroic Lifesaver · 2026-10-14T06:54:50.000Z · 👍 1**: Inflation data day and with oil at the prices it is at, almost everyone is expecting more inflation but the more important data is growth-related, not supply-related inflation.
  - **Vt3** (2026-10-14T07:41:02.000Z): See I like you cause you make a daily contribution to the rest of the community at large for good or bad we all know it mean well!
- **Shyon · 2026-10-14T06:32:03.000Z · 👍 1**: I would rather wait for tonight’s CPI results before making any major moves. With several Fed officials signalling that another rate hike may be necessary, inflation remains a key risk for the market. I prefer to keep some cash available instead of chasing prices, especially when volatility could in
- **Mysteryzzz · 2026-10-14T05:41:25.000Z**: In my opinion, i think that the argument is reasonable and argumentative and it will happen and it will become true
- **Blinkfans:) · 2026-10-14T05:34:25.000Z · 👍 1**: 🐱💖 BLINKFANS K-POP MARKET TALK: SINGAPORE MONEY MOVES! 🇸🇬✨OMG BLINKS! 💕 MAS surprised the market by keeping Singapore’s monetary policy unchanged instead of tightening, while lowering its core inflation forecast to 1.5–2%! 📉💰 What does this mean for our money? A pause could help businesses and house
- **optionspuppy · 2026-10-14T05:26:43.000Z · 👍 1**: 🐶 Options Puppy’s Market Outlook – 14 October 2026Today, I’m watching three major market drivers: US September CPI, earnings from Bank of America, Morgan Stanley and BlackRock, and ASML’s semiconductor results. 🤖 Anthropic’s pre-IPO investor day could also influence AI sentiment. Cooler inflation ma
  - **Fattycat** (2026-10-14T05:32:03.000Z): Yes. Be patient. No need to rush. 👍
- **FaithAnchor · 2026-10-14T05:15:29.000Z · 👍 1**: MAS holds steady despite inflation risks. For Singaporeans, that means some relief from imported costs as the S$ stays firm, but don’t expect prices to fall. My take: 2027 inflation eases, while growth cools as the AI boom matures.


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