Geopolitics Alpha

Hassett Sees Fed Acting If October Inflation Data Come in High

Published . Updated .

GEOPOLITICS ALPHAHassett Sees Fed Acting If OctoberInflation Data Come in HighGEOPOLITICS ALPHA

This report is about US interest rates and inflation and prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond ETF-1.8% 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-0.9% 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-0.5% 30d

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

  • JPM JPMorgan Chase-2.8% 30d

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

  • BAC Bank of America-12.5% 30d

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

  • WMT Walmart+11.3% 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+9.9% 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+8.3% 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT+0.89%+0.83%base+0.69%after closeafter closeafter close
IEF+0.39%+0.29%base+0.47%after closeafter closeafter close
TIPNo price data for this ticker———————
JPM-0.85%-1.58%base+1.62%after closeafter closeafter close
BAC+0.41%-0.65%base+2.00%after closeafter closeafter close
WMTNo price data for this ticker———————
COSTNo price data for this ticker———————
PGNo price data for this ticker———————

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.

Market Call

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Hassett Sees Fed Acting If October Inflation Data Come in High Bloomberg.com

Source: Bloomberg

How far Ishares Tr (TLT) has moved since 29 Oct 2026

CompanyWhenMoveStatus
Bank Of America (BAC)that day+2.00%still updating
Bank Of America (BAC)three days earlier-0.65%final price
Bank Of America (BAC)five days earlier+0.41%final price
Ishares Tr (IEF)that day+0.47%still updating
Ishares Tr (IEF)three days earlier+0.29%final price
Ishares Tr (IEF)five days earlier+0.39%final price
Jpmorgan Chase (JPM)that day+1.62%still updating
Jpmorgan Chase (JPM)three days earlier-1.58%final price
Jpmorgan Chase (JPM)five days earlier-0.85%final price
Ishares Tr (TLT)that day+0.69%still updating
Ishares Tr (TLT)three days earlier+0.83%final price
Ishares Tr (TLT)five days earlier+0.89%final price

Congressional trades 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 gains and who loses around Ishares Tr (TLT)

Companies carried with this story

  • TLT Ishares Tr

    Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Hassett Sees Fed Acting If October Inflation Data Come in High.” 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

    For “Hassett Sees Fed Acting If October Inflation Data Come in High,” 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 29 Oct 2026 story “Hassett Sees Fed Acting If October Inflation Data Come in High.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    In “Hassett Sees Fed Acting If October Inflation Data Come in High,” Walmart (WMT) is linked, with no stored direction, medium confidence. 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

    Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Hassett Sees Fed Acting If October Inflation Data Come in High.” 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

  • COST Costco Wholesale

    Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Hassett Sees Fed Acting If October Inflation Data Come in High.” 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

    In “Hassett Sees Fed Acting If October Inflation Data Come in High,” 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 “fed” (US interest rates) in this story

  • PG Procter & Gamble

    In “Hassett Sees Fed Acting If October Inflation Data Come in High,” 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

Ishares Tr (TLT)

“Hassett Sees Fed Acting If October Inflation Data Come in High” (29 Oct 2026) reaches Ishares Tr (TLT) through this story.

Ishares Tr (TLT) is on the page because iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

A second company, Ishares Tr (IEF), is listed for a different reason: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

Dates in the story, and the Ishares Tr (TLT) price range

IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46.

A simple score for Ishares Tr (TLT)

54 out of 100Price not final

“Hassett Sees Fed Acting If October Inflation Data Come in High” scores 54 out of 100. The score uses 2 sources, and 8 linked companies. The price is not final yet.