Geopolitics Alpha

MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike

Published . Updated .

MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike investingLive

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • GS Goldman Sachs

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • UGA UNITED STATES GASOLINE FUND LP

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT———————
IEF-0.55%-0.31%—+0.04%+0.16%+0.34%+1.06%
SHY———————
SPY———————
JPM-0.20%-1.04%—+0.47%-0.44%+0.70%+0.77%
BAC-0.48%-1.44%—+0.48%-0.66%-5.34%-4.84%
GS-0.18%-0.88%—-0.12%-0.37%-1.86%-0.47%
XLF———————
KRE———————
UGA———————

MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike investingLive

Source: investingLive

Price since this story was published: United States Gasoline Fund (UGA)

Since the first closing price after “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike,” United States Gasoline Fund (UGA) is -1.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.23% difference versus the market.

CompanyWhenMoveStatus
BACthat day+0.48%final price
BACthe next day-0.66%final price
BACtwo days later-5.34%final price
BACthree days later-4.84%final price
BACthree days earlier-1.44%final price
BACfive days earlier-0.48%final price
Invesco Db Agriculture Fund (DBA)that day+0.37%final price
Invesco Db Agriculture Fund (DBA)the next day+0.35%final price
Invesco Db Agriculture Fund (DBA)two days later-0.23%final price
Invesco Db Agriculture Fund (DBA)three days later-0.11%final price
Invesco Db Agriculture Fund (DBA)three days earlier+0.60%final price
Invesco Db Agriculture Fund (DBA)five days earlier+0.44%final price
GSthat day-0.12%final price
GSthe next day-0.37%final price
GStwo days later-1.86%final price
GSthree days later-0.47%final price
GSthree days earlier-0.88%final price
GSfive days earlier-0.18%final price
IEFthat day+0.04%final price
IEFthe next day+0.16%final price
IEFtwo days later+0.34%final price
IEFthree days later+1.06%final price
IEFthree days earlier-0.31%final price
IEFfive days earlier-0.55%final price
JPMthat day+0.47%final price
JPMthe next day-0.44%final price
JPMtwo days later+0.70%final price
JPMthree days later+0.77%final price
JPMthree days earlier-1.04%final price
JPMfive days earlier-0.20%final price
UGA
SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies tied to this story

  • UGA United States Gasoline Fund

    In “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    For “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IEI Ishares Tr

    Ishares Tr (IEI) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    For “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    In “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    In “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA)

The 12 Oct 2026 story “MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike” names United States Gasoline Fund (UGA) because of this story.

What ties United States Gasoline Fund (UGA) to the headline is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, iShares S&P GSCI Commodity-Indexed Trust (GSG), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates and price levels for United States Gasoline Fund (UGA)

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

A simple score for United States Gasoline Fund (UGA)

46 out of 100

“MUFG: US CPI seen at 3.6%, core must surprise to revive an October Fed hike” scores 46 out of 100. The score uses 1 sources, and 17 linked companies.