# September CPI Report Boosts Rate Hike Odds

> September CPI data pushes October Fed rate hike odds higher.
- Title: September CPI Report Boosts Rate Hike Odds · Seekingalpha
- Summary: September CPI data pushes October Fed rate hike odds higher. September CPI rose 0.6% monthly and 3.7% annually, increasing odds of an October Fed rate hike.
- Keywords: cpi, fed, rate hike, september, treasury yields, small caps, money, business, Report, Boosts, Rate, Hike
- Source: Seekingalpha — https://seekingalpha.com/article/4954237-odds-of-a-rate-hike-rise-after-september-cpi-report
- Author: Cain Lee
- Published: 2026-10-14T21:06:42+00:00
- Read time: 1 min
- Topics: cpi, fed, rate hike, september, treasury yields, small caps, money, business
## September CPI Report
September CPI rose 0.6% monthly and 3.7% annually, with core inflation broadening into shelter, transportation, and services.
## Odds of Rate Hike Increase
Odds of an October Fed rate hike have increased, pushing Treasury yields higher and pressuring small caps and long-term bonds.
## Hyperscalers Remain Defensive
Hyperscalers like Microsoft, Amazon, and Meta Platforms remain defensive, benefiting from strong cash flows and less sensitivity to rate hikes.
## Short-Term Treasuries Attractive
Short-term Treasuries offer attractive yields, while sectors like REITs and utilities face competition from risk-free 5% rates.
## Key takeaway

September CPI rose 0.6% monthly and 3.7% annually, increasing odds of an October Fed rate hike.