CPI Report Update | Core Inflation Cools Sending Stock Market Upwards - video Dailymotion

Benzinga

U.S. inflation just delivered a surprise — and Wall Street reacted fast.  The latest Consumer Price Index report shows inflation cooled to 2.7% year over year in November, below expectations. Even more notable, core CPI fell to 2.6%, the lowest level since March 2021, signaling easing price pressures across key categories like services and shelter.  In this video, we break down what the CPI data means for markets, Treasury yields, stocks, Bitcoin, gold, and the Federal Reserve’s path into 2026. With yields falling and equities rallying, investors are reassessing what comes next in the rate cycle.

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00:00Inflation just cooled more than Wall Street expected and markets finally caught a breath.

00:04U.S. inflation fell to 2.7% year-over-year in November below forecasts and down from 3%

00:10in September, according to the latest CPI report. Even more important, core inflation dropped to 2.6%,

00:16the lowest level since March 2021, surprising economists who expected closer to 3%.

00:22Services inflation is starting to cool, shelter costs edged lower, and bond markets immediately

00:28reacted. The 10-year Treasury yield fell to about 4.11% while stocks surged in pre-market trading this

00:34morning. S&P 500 futures jumped 1%, NASDAQ futures climbed 1.8%, and semiconductors ripped higher as

00:42investors leaned back into risk. This report strengthens the case that inflation is bending

00:47without breaking and keeps the door open for the Fed's easing cycle to extend into 2026. Even as

00:54markets recalibrate, what comes next? Follow Benzinga for more real-time news impacting the markets.

CPI Report Update | Core Inflation Cools Sending Stock Market Upwards

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