Geopolitics Alpha

US PCE Inflation at 3.6% as Real Income Falls and Savings Slip

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US PCE Inflation at 3.6% as Real Income Falls and Savings Slip

US PCE inflation reached 3.6% in September as real disposable income fell and the saving rate eased to 3.8%. See what the BEA figures mean for your budget.

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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.

  • XLP Consumer Staples Select Sector SPDR-4.0% 16d

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • WMT Walmart+13.7% 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+11.2% 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+9.9% 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+5.3% 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

TickerT-5T-3T-1T0T+1T+2T+3
TIP-0.37%-0.40%baseafter closeafter closeafter closeafter close
XLPNo price data for this ticker———————
WMTNo price data for this ticker———————
COST-0.73%-2.96%baseafter closeafter closeafter closeafter close
PGNo price data for this ticker———————
KONo 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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US PCE Inflation at 3.6% as Real Income Falls and Savings Slip Aktualita.co

Source: Aktualita.co

The price since 31 Oct 2026: Ishares Tr (TIP) versus the S&P 500

CompanyWhenMoveStatus
Costco Wholesale (COST)three days earlier-2.96%final price
Costco Wholesale (COST)five days earlier-0.73%final price
Ishares Tr (TIP)three days earlier-0.40%final price
Ishares Tr (TIP)five days earlier-0.37%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 (TIP)

Companies mentioned with this story

  • TIP Ishares Tr

    For “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip,” 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

    Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip.” 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

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip.” 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

    For “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. 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 “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip,” 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

    In “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip,” 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

Ishares Tr (TIP)

Ishares Tr (TIP) is the company in “US PCE Inflation at 3.6% as Real Income Falls and Savings Slip,” the 31 Oct 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

A second company, Select Sector Spdr Tr (XLP), is listed for a different reason: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

The price range for Ishares Tr (TIP), 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. WMT traded between 103.39 and 122.40 across 20 sessions. The latest close on file is 121.25. XLP traded between 80.10 and 83.72 across 13 sessions. The latest close on file is 81.02.

A simple score for Ishares Tr (TIP)

46 out of 100

“US PCE Inflation at 3.6% as Real Income Falls and Savings Slip” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.