Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data
Published . Updated .
Covered by 2 outlets: Reuters, Euronext Markets: Real-time Stock Market Data | live.
Who covered it: Center 1 · Not rated 1. How we rate outlets
Key takeaways
- Nov 10 (Reuters) - Deutsche Bank on Tuesday said it expects an additional 25-basis-point interest rate hike from the US Federal Reserve in January 2027, after a hotter-than-expected October inflation reading boosted bets on higher borrowing costs.
- Exposed: JPM, DHI, SCHW, TLT, IEF
- Market reaction: DHI −4.1% on the day (still updating); JPM −0.1% on the day (still updating); TLT −1.4% on the day (still updating)
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Nov 10 (Reuters) - Deutsche Bank on Tuesday said it expects an additional 25-basis-point interest rate hike from the US Federal Reserve in January 2027, after a hotter-than-expected October inflation reading boosted bets on higher borrowing costs. "This morning's CPI data
Directly affected
- DB Deutsche Bank Aktiengesellschaft-6.2% 8d
Named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond ETF-2.8% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.
- IEF iShares 7-10 Year Treasury Bond ETF-1.2% 30d
iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.
- TIP iShares TIPS Bond ETF-0.3% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XLF Financial Select Sector SPDR+0.5% 30d
Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story.
- BAC Bank of America-11.4% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.
- JPM JPMorgan Chase+0.1% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.
- DHI D.R. Horton+8.0% 30d
D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (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 “fed” (US interest rates) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| DB | -7.00% | -0.40% | base | +0.74% | after close | after close | after close |
| TLT | -1.07% | -0.05% | base | -1.35% | after close | after close | after close |
| IEF | -0.68% | +0.21% | base | -0.82% | after close | after close | after close |
| TIP | +0.06% | +0.20% | base | -0.82% | after close | after close | after close |
| XLF | -1.38% | -0.78% | base | -0.12% | after close | after close | after close |
| BAC | -1.83% | -1.53% | base | -0.08% | after close | after close | after close |
| JPM | -1.14% | -1.31% | base | -0.07% | after close | after close | after close |
| DHI | -6.68% | +1.29% | base | -4.10% | after close | after close | after close |
| SCHW | -3.73% | -0.15% | base | +0.40% | after close | after close | after 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.
Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data Reuters
Source: Reuters
How far Jpmorgan Chase (JPM) has moved since 10 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Bank Of America (BAC) | that day | -0.08% | still updating |
| Bank Of America (BAC) | three days earlier | -1.53% | final price |
| Bank Of America (BAC) | five days earlier | -1.83% | final price |
| DB | that day | +0.74% | still updating |
| DB | three days earlier | -0.40% | final price |
| DB | five days earlier | -7.00% | final price |
| Horton D R (DHI) | that day | -4.10% | still updating |
| Horton D R (DHI) | three days earlier | +1.29% | final price |
| Horton D R (DHI) | five days earlier | -6.68% | final price |
| Ishares Tr (IEF) | that day | -0.82% | still updating |
| Ishares Tr (IEF) | three days earlier | +0.21% | final price |
| Ishares Tr (IEF) | five days earlier | -0.68% | final price |
| Jpmorgan Chase (JPM) | that day | -0.07% | still updating |
| Jpmorgan Chase (JPM) | three days earlier | -1.31% | final price |
| Jpmorgan Chase (JPM) | five days earlier | -1.14% | final price |
| Schwab Charles (SCHW) | that day | +0.40% | still updating |
| Schwab Charles (SCHW) | three days earlier | -0.15% | final price |
| Schwab Charles (SCHW) | five days earlier | -3.73% | final price |
| Ishares Tr (TIP) | that day | -0.82% | still updating |
| Ishares Tr (TIP) | three days earlier | +0.20% | final price |
| Ishares Tr (TIP) | five days earlier | +0.06% | final price |
| Ishares Tr (TLT) | that day | -1.35% | still updating |
| Ishares Tr (TLT) | three days earlier | -0.05% | final price |
| Ishares Tr (TLT) | five days earlier | -1.07% | final price |
| Select Sector Spdr Tr (XLF) | that day | -0.12% | still updating |
| Select Sector Spdr Tr (XLF) | three days earlier | -0.78% | final price |
| Select Sector Spdr Tr (XLF) | five days earlier | -1.38% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman bought Ishares Tr (IEF) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 62 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 20 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a dependent child), worth $1,001 - $15,000 on 13 Oct 2026. That is 28 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 62 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a dependent child), worth $1,001 - $15,000 on 15 Oct 2026. That is 26 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 8 Oct 2026. That is 33 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 67 days before publication. Filed 1 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
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 gains and who loses around Jpmorgan Chase (JPM)
Companies mentioned with this story
- JPM Jpmorgan Chase
For “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data,” 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 “fed” (US interest rates) in this story
- DHI Horton D R
Horton D R (DHI) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data.” Reason on file: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story
- SCHW Schwab Charles
For “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data,” Schwab Charles (SCHW) is linked, with no stored direction, medium confidence. Reason on file: The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story
- TLT Ishares Tr
For “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story
- IEF Ishares Tr
In “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data,” 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 “fed” (US interest rates) in this story
- TIP Ishares Tr
Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLF Select Sector Spdr Tr
For “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story
- BAC Bank Of America
Bank Of America (BAC) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data.” Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story
Jpmorgan Chase (JPM)
On 10 Nov 2026, “Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data” is the story that connects Jpmorgan Chase (JPM) to this story.
For Jpmorgan Chase (JPM), the reason on file says JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story
Horton D R (DHI) is here too. Its reason reads: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story
Dates in the story, and the Jpmorgan Chase (JPM) price range
DHI traded between 130.44 and 161.93 across 20 sessions. The latest close on file is 155.62. JPM traded between 325.12 and 345.73 across 20 sessions. The latest close on file is 338.00.
How strong the case is around Jpmorgan Chase (JPM)
54 out of 100Price not final
“Deutsche Bank expects Fed rate hike in January 2027 after hot inflation data” scores 54 out of 100. The score uses 2 sources, and 8 linked companies. The price is not final yet.