Geopolitics Alpha

Consumer inflation has raised interest rates since September

Published . Updated .

Key takeaways

  • New numbers show prices are rising faster than inflation, and experts think this could push the Federal Reserve to raise interest rates.
  • Exposed: TLT, IEF, TIP, XRT, WMT
  • Market reaction: TLT −0.5% on the day (still updating); IEF −0.3% on the day (still updating); WMT −1.3% on the day (still updating)

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Consumer inflation has raised interest rates since September

New numbers show prices are rising faster than inflation, and experts think this could push the Federal Reserve to raise interest rates.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond ETF

    iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story.

  • IEF iShares 7-10 Year Treasury Bond ETF

    iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story.

  • TIP iShares TIPS Bond ETF

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.

  • JPM JPMorgan Chase

    JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.

  • BAC Bank of America

    Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.

  • DHI D.R. Horton

    D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.

  • SCHW The Charles Schwab

    The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT+1.08%+1.27%base-0.48%after closeafter closeafter close
IEF+0.67%+0.89%base-0.28%after closeafter closeafter close
TIP+0.74%+0.94%base-0.05%after closeafter closeafter close
XRT+1.39%-3.19%base-1.26%after closeafter closeafter close
JPM+2.98%-2.21%base-0.11%after closeafter closeafter close
BAC+1.83%-2.53%base-0.28%after closeafter closeafter close
DHI+4.91%+1.71%base-1.88%after closeafter closeafter close
SCHW+0.36%-1.66%base-0.84%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Consumer inflation has raised interest rates since September WHIO TV

Source: WHIO TV

The price since 11 Nov 2026: Ishares Tr (TLT) versus the S&P 500

CompanyWhenMoveStatus
Bank Of America (BAC)that day-0.28%still updating
Bank Of America (BAC)three days earlier-2.53%final price
Bank Of America (BAC)five days earlier+1.83%final price
DHIthat day-1.88%still updating
DHIthree days earlier+1.71%final price
DHIfive days earlier+4.91%final price
Ishares Tr (IEF)that day-0.28%still updating
Ishares Tr (IEF)three days earlier+0.89%final price
Ishares Tr (IEF)five days earlier+0.67%final price
Jpmorgan Chase (JPM)that day-0.11%still updating
Jpmorgan Chase (JPM)three days earlier-2.21%final price
Jpmorgan Chase (JPM)five days earlier+2.98%final price
SCHWthat day-0.84%still updating
SCHWthree days earlier-1.66%final price
SCHWfive days earlier+0.36%final price
Ishares Tr (TIP)that day-0.05%still updating
Ishares Tr (TIP)three days earlier+0.94%final price
Ishares Tr (TIP)five days earlier+0.74%final price
Ishares Tr (TLT)that day-0.48%still updating
Ishares Tr (TLT)three days earlier+1.27%final price
Ishares Tr (TLT)five days earlier+1.08%final price
Spdr Series Trust (XRT)that day-1.26%still updating
Spdr Series Trust (XRT)three days earlier-3.19%final price
Spdr Series Trust (XRT)five days earlier+1.39%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “Consumer inflation has raised interest rates since September”

Companies tied to this story

  • TLT Ishares Tr

    Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Consumer inflation has raised interest rates since September.” Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

  • IEF Ishares Tr

    In “Consumer inflation has raised interest rates since September,” Ishares Tr (IEF) is linked, with no stored direction, medium confidence. Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

  • TIP Ishares Tr

    For “Consumer inflation has raised interest rates since September,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • XRT Spdr Series Trust

    In “Consumer inflation has raised interest rates since September,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Consumer inflation has raised interest rates since September.” Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • JPM Jpmorgan Chase

    For “Consumer inflation has raised interest rates since September,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

  • COST Costco Wholesale

    Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Consumer inflation has raised interest rates since September.” Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • BAC Bank Of America

    For “Consumer inflation has raised interest rates since September,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

How “Consumer inflation has raised interest rates since September” reaches Ishares Tr (TLT)

Ishares Tr (TLT) is the company in “Consumer inflation has raised interest rates since September,” the 11 Nov 2026 this story story.

For Ishares Tr (TLT), the reason on file says iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

Also listed, Ishares Tr (IEF): iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

Price levels for Ishares Tr (TLT)

IEF traded between 88.64 and 90.69 across 16 sessions. The latest close on file is 90.08. TIP traded between 103.77 and 105.61 across 16 sessions. The latest close on file is 105.27. TLT traded between 76.44 and 80.56 across 16 sessions. The latest close on file is 79.46.

What the saved facts support for Ishares Tr (TLT)

46 out of 100Price not final

“Consumer inflation has raised interest rates since September” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.