The CPI Report With No Annual Number
From TH's Market Lens Daily · 00:02:54
Show by thomas huo
This show is AI-generated. Alex and Jordan are synthetic voices, and the script is AI-generated from researched news.- Tuesday's October CPI carries no official year-on-year rate: the Bureau of Labor Statistics collected no prices in October 2025 during the federal shutdown, so only the monthly change counts.- Consensus is headline prices up 0.3% on the month and core up 0.2%; the Cleveland Fed nowcast puts core at 0.21%, just below the 0.25% rounding line that would print as 0.3%.- December Fed hike odds sit near 75-80% after October payrolls beat (+165,000 vs ~65,000 expected); San Francisco Fed President Mary Daly said further tightening is likely.- Friday's bounce was chip-led — Nasdaq +1.09% to 24,579.42, AMD +11.04%, Micron +5.12%, Nvidia +2.78% — but the S&P 500 still finished the week down about 2.5%; Alphabet closed at $284.78, above the $280 watch level.- Also this week: CoreWeave reports Tuesday, Cerebras, Cisco and Applied Materials report Thursday, producer prices land Friday; Nvidia reports Tue 17 Nov.
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