US inflation heats up, Goldman revises Fed rate outlook
Published . Updated .
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This report is about US interest rates and inflation and prices.
Directly affected
- GS Goldman Sachs Group+0.6% 30d
Named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond ETF+0.0% 18d
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+0.4% 18d
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+0.9% 18d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) 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.
- 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.
- WMT Walmart+20.2% 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+17.1% 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+16.0% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| GS | -6.27% | -2.18% | base | after close | after close | after close | after close |
| TLT | +1.21% | +1.27% | base | after close | after close | after close | after close |
| IEF | +1.16% | +0.95% | base | after close | after close | after close | after close |
| TIP | +0.93% | +0.72% | base | after close | after close | after close | after close |
| JPM | -1.72% | -0.42% | base | after close | after close | after close | after close |
| BAC | -1.69% | -0.16% | base | after close | after close | after close | after close |
| WMT | +1.59% | -0.08% | base | after close | after close | after close | after close |
| COST | -1.92% | -1.90% | base | after close | after close | after close | after close |
| PG | -0.34% | +0.44% | base | after close | 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.
US inflation heats up, Goldman revises Fed rate outlook IDNFinancials
Source: IDNFinancials
This story
| Company | When | Move | Status |
|---|---|---|---|
| BAC | three days earlier | -0.16% | final price |
| BAC | five days earlier | -1.69% | final price |
| COST | three days earlier | -1.90% | final price |
| COST | five days earlier | -1.92% | final price |
| GS | three days earlier | -2.18% | final price |
| GS | five days earlier | -6.27% | final price |
| IEF | three days earlier | +0.95% | final price |
| IEF | five days earlier | +1.16% | final price |
| JPM | three days earlier | -0.42% | final price |
| JPM | five days earlier | -1.72% | final price |
| PG | three days earlier | +0.44% | final price |
| PG | five days earlier | -0.34% | final price |
| TIP | three days earlier | +0.72% | final price |
| TIP | five days earlier | +0.93% | final price |
| TLT | three days earlier | +1.27% | final price |
| TLT | five days earlier | +1.21% | final price |
| WMT | three days earlier | -0.08% | final price |
| WMT | five days earlier | +1.59% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar sold Goldman Sachs Group (GS), worth $1,001 - $15,000 on 24 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael Rulli bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 3 Sep 2026. That is 70 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 26 Aug 2026. That is 78 days before publication. Filed 10 Sep 2026. View the filing.
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 64 days before publication. Filed 21 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 28 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 35 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 69 days before publication. Filed 1 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 23 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 30 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 64 days before publication. Filed 7 Oct 2026. View the filing.
- 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.
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).
How solid “US inflation heats up, Goldman revises Fed rate outlook” looks
12 out of 100
“US inflation heats up, Goldman revises Fed rate outlook” scores 12 out of 100. The score uses 1 sources.