Fed Hike Bets Grow as Markets Digest Hot CPI, AI Selloff
· 6 sources
Reports from CNBC, Reuters, WSJ and Bloomberg point to rising Fed hike bets, a sharp gold selloff and an AI-led stock drop, with DJT up 10%.
What happened
Several outlets describe a market session shaped by growing bets on a Federal Reserve rate hike. Bloomberg reports that falling US bond futures offered no relief, while a Reuters commentary says a jumbo Fed hike is now on the radar.
CNBC reports that gold edged higher after a sharp selloff, with Fed hike bets weighing on the metal. Startup Fortune says the Nasdaq fell after a hot CPI reading, yet Trump Media stock rose 10% that day.
Reuters also reports that chart analysis suggests the AI selloff may not derail the broader stock rally. The Wall Street Journal adds that Cloudflare shares surged after the company lifted its full-year outlook and reported third-quarter revenue growth.
Context
Inflation data such as the consumer price index often shapes expectations for central bank interest rate decisions, which in turn influence bonds, gold and equities.
Why it matters
Shifting expectations for Fed policy can affect borrowing costs and valuations across sectors, including technology and companies like Trump Media & Technology Group.
Stocks in this story
Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.
43%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $3.80 and $5.80; 9 in 10, between $2.61 and $8.45.
Fair value, probabilities and earnings for every stock. Free account, no card. Information, not advice.
Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer
ATLAS Signals
ATLAS Signals, every week
The week in the market, three stocks on ATLAS’s radar and what comes next. Get it every Monday.
By subscribing you agree to receive ATLAS Signals by email every Monday. You can unsubscribe with one click at any time. Privacy