U.S. inflation picks up, while real consumer spending stalls
Published . Updated .
WASHINGTON >> U.S. inflation accelerated in September as consumers paid more for gasoline and other goods, supporting economists’ expectations of an interest rate increase from the Federal Reserve in December.
Directly affected
- No company is named in this report.
Indirectly affected
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.
- XLY Consumer Discretionary Select Sector SPDR+2.2% 19d
Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “consumer” (retail and consumer goods) 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.
- USO United States Oil Fund+7.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “gasoline” (oil) in this story.
- WMT Walmart+11.3% 30d
Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- AMZN Amazon.com+1.4% 30d
Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- COST Costco Wholesale+9.9% 30d
Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
- TGT Target-6.1% 30d
Target (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XRT | -1.53% | -1.90% | base | after close | after close | after close | after close |
| XLYNo price data for this ticker | — | — | — | — | — | — | — |
| TIPNo price data for this ticker | — | — | — | — | — | — | — |
| USONo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
| AMZN | +1.73% | +3.85% | base | after close | after close | after close | after close |
| COSTNo price data for this ticker | — | — | — | — | — | — | — |
| TGTNo 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.
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U.S. inflation picks up, while real consumer spending stalls Honolulu Star-Advertiser
Source: Honolulu Star-Advertiser
Spdr Series Trust (XRT) since “U.S. inflation picks up, while real consumer spending stalls,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Amazon Com (AMZN) | three days earlier | +3.85% | final price |
| Amazon Com (AMZN) | five days earlier | +1.73% | final price |
| Spdr Series Trust (XRT) | three days earlier | -1.90% | final price |
| Spdr Series Trust (XRT) | five days earlier | -1.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 31 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 62 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Amazon Com (AMZN), worth $15,001 - $50,000 on 26 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Richard W. Allen sold Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 18 Sep 2026. That is 41 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Target (TGT) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 17 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Procter & Gamble (PG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 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 Spdr Series Trust (XRT)
Companies carried with this story
- XRT Spdr Series Trust
For “U.S. inflation picks up, while real consumer spending stalls,” 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
- XLY Select Sector Spdr Tr
For “U.S. inflation picks up, while real consumer spending stalls,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story
- TIP Ishares Tr
Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “U.S. inflation picks up, while real consumer spending stalls.” 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
Walmart (WMT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “U.S. inflation picks up, while real consumer spending stalls.” Reason on file: Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story
- AMZN Amazon Com
In “U.S. inflation picks up, while real consumer spending stalls,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story
- COST Costco Wholesale
For “U.S. inflation picks up, while real consumer spending stalls,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story
- TGT Target
In “U.S. inflation picks up, while real consumer spending stalls,” Target (TGT) is linked, with no stored direction, medium confidence. Reason on file: Target (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story
- PG Procter & Gamble
For “U.S. inflation picks up, while real consumer spending stalls,” 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
How “U.S. inflation picks up, while real consumer spending stalls” reaches Spdr Series Trust (XRT)
The 29 Oct 2026 story “U.S. inflation picks up, while real consumer spending stalls” names Spdr Series Trust (XRT) because of this story.
For Spdr Series Trust (XRT), the reason on file says SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story
Select Sector Spdr Tr (XLY) is here too. Its reason reads: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story
The price range for Spdr Series Trust (XRT), and the dates in the story
TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. XLY traded between 110.56 and 116.21 across 18 sessions. The latest close on file is 115.31. XRT traded between 83.12 and 85.33 across 1 sessions. The latest close on file is 83.23.
A simple score for Spdr Series Trust (XRT)
46 out of 100
“U.S. inflation picks up, while real consumer spending stalls” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.