Forex Today: US inflation is back
Published . Updated .
Covered by 2 outlets: www.tmgm.com, FXStreet.
Key takeaways
- The US Dollar (USD) maintained its bullish momentum well in place for yet another day, this time revisiting levels last seen in April 2025 amid steady speculation of further tightening by the Federal Reserve, with investors even mulling the idea of a half-point interest rate
- Exposed: TIP, XLP, UUP, WMT, COST
- Market reaction: TIP −0.5% on the day; XLP −0.4% on the day; COST +0.5% on the day
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The US Dollar (USD) maintained its bullish momentum well in place for yet another day, this time revisiting levels last seen in April 2025 amid steady speculation of further tightening by the Federal Reserve, with investors even mulling the idea of a half-point interest rate
Directly affected
- No company is named in this report.
Indirectly affected
- TIP iShares TIPS Bond ETF+0.7% 17d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XLP Consumer Staples Select Sector SPDR-1.3% 7d
Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- UUP Invesco DB US Dollar Index Bullish Fund+1.9% 30d
Invesco DB US Dollar Index Bullish Fund: it tracks currencies. Linked by “forex” (currencies) in this story.
- TLT iShares 20+ Year Treasury Bond ETF+0.2% 17d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “federal reserve” (US interest rates) in this story.
- WMT Walmart+19.7% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+18.8% 30d
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.
- PG The Procter & Gamble+16.4% 30d
The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- KO The Coca-Cola+13.3% 30d
The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TIP | +0.93% | +0.72% | base | -0.46% | after close | after close | after close |
| XLP | -0.16% | -0.60% | base | -0.40% | after close | after close | after close |
| UUP | -1.46% | -1.31% | base | +0.20% | after close | after close | after close |
| TLT | +2.75% | +1.45% | base | — | after close | after close | after close |
| WMT | +1.59% | -0.08% | base | +0.18% | after close | after close | after close |
| COST | -1.92% | -1.90% | base | +0.51% | after close | after close | after close |
| PG | -0.34% | +0.44% | base | +0.26% | after close | after close | after close |
| KO | -1.84% | -1.56% | base | -0.13% | 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.
Forex Today: US inflation is back www.tmgm.com
Source: www.tmgm.com
Price since this story was published: Ishares Tr (TIP)
| Company | When | Move | Status |
|---|---|---|---|
| Costco Wholesale (COST) | that day | +0.51% | final price |
| Costco Wholesale (COST) | three days earlier | -1.90% | final price |
| Costco Wholesale (COST) | five days earlier | -1.92% | final price |
| Coca Cola (KO) | that day | -0.13% | final price |
| Coca Cola (KO) | three days earlier | -1.56% | final price |
| Coca Cola (KO) | five days earlier | -1.84% | final price |
| Procter & Gamble (PG) | that day | +0.26% | final price |
| Procter & Gamble (PG) | three days earlier | +0.44% | final price |
| Procter & Gamble (PG) | five days earlier | -0.34% | final price |
| Ishares Tr (TIP) | that day | -0.46% | final price |
| Ishares Tr (TIP) | three days earlier | +0.72% | final price |
| Ishares Tr (TIP) | five days earlier | +0.93% | final price |
| TLT | three days earlier | +1.45% | final price |
| TLT | five days earlier | +2.75% | final price |
| Invesco DB US Dollar Index Bullish Fund (UUP) | that day | +0.20% | final price |
| Invesco DB US Dollar Index Bullish Fund (UUP) | three days earlier | -1.31% | final price |
| Invesco DB US Dollar Index Bullish Fund (UUP) | five days earlier | -1.46% | final price |
| Walmart (WMT) | that day | +0.18% | final price |
| Walmart (WMT) | three days earlier | -0.08% | final price |
| Walmart (WMT) | five days earlier | +1.59% | final price |
| Select Sector Spdr Tr (XLP) | that day | -0.40% | final price |
| Select Sector Spdr Tr (XLP) | three days earlier | -0.60% | final price |
| Select Sector Spdr Tr (XLP) | five days earlier | -0.16% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 30 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 36 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 41 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 30 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 12 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 36 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Maria Elvira Salazar bought Procter & Gamble (PG), worth $1,001 - $15,000 on 23 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 31 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Pete Sessions sold Procter & Gamble (PG), worth $1,001 - $15,000 on 8 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern bought Coca Cola (KO) (jointly held), worth $1,001 - $15,000 on 31 Aug 2026. That is 73 days before publication. Filed 25 Sep 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 is named in “Forex Today: US inflation is back”
Companies carried with this story
- TIP Ishares Tr
In “Forex Today: US inflation is back,” 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
- XLP Select Sector Spdr Tr
For “Forex Today: US inflation is back,” Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence. Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- UUP Invesco DB US Dollar Index Bullish Fund
In “Forex Today: US inflation is back,” Invesco DB US Dollar Index Bullish Fund (UUP) is linked, with no stored direction, medium confidence. Reason on file: Invesco DB US Dollar Index Bullish Fund: it tracks currencies. Linked by “forex” (currencies) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Forex Today: US inflation is back.” 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
- COST Costco Wholesale
Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Forex Today: US inflation is back.” 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
- PG Procter & Gamble
For “Forex Today: US inflation is back,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- KO Coca Cola
For “Forex Today: US inflation is back,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
How “Forex Today: US inflation is back” reaches Ishares Tr (TIP)
Ishares Tr (TIP) is the company in “Forex Today: US inflation is back,” the 12 Nov 2026 this story story.
The link for Ishares Tr (TIP) is this: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Also listed, Select Sector Spdr Tr (XLP): Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Price levels for Ishares Tr (TIP)
TIP traded between 103.77 and 105.61 across 15 sessions. The latest close on file is 105.27. UUP traded between 28.86 and 29.23 across 20 sessions. The latest close on file is 29.14. XLP traded between 80.10 and 82.29 across 5 sessions. The latest close on file is 81.02.
How strong the case is around Ishares Tr (TIP)
54 out of 100
“Forex Today: US inflation is back” scores 54 out of 100. The score uses 2 sources, and 7 linked companies.