☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds

September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇

💬 With an October hike now close to a coin flip, are you buying this dip or waiting it out?

📊 Quick Recap — What Moved & Why

🇺🇸 US — A Hot CPI Puts October Back in Play

🔑 Key Event: September CPI rose 3.7% against 3.6% expected and core hit 2.6%, both the highest this year. CME's odds of an October hike jumped from 21.6% to 43.7%. Five-year yields hit a 2007 high before bonds rallied back in the afternoon.

@dhighstakes : Oracle is down on rate-hike expectations after CPI came in hotter than estimated, and knee-jerk reactions like this form good buying windows.

👀 Other to Watch

• $NASDAQ Composite Index(.IXIC.US) → -1.88%, $S&P 500(.SPX.US) -1.11%, $Dow Jones Industrial Average(.DJI.US) -0.09%.
• $Coreweave(CRWV.US) → -15.5% as its 2032 bonds fell below 80 cents and yielded over 15%. $Nebius(NBIS.US) -10.1%, $Oracle(ORCL.US) -8.8%.
• $ASML(ASML.US) beat and raised guidance, warning supply will trail demand through 2028 — and still fell -3.9%. TSMC reports before the US open today.

@Shyon : Neocloud debt concerns are shaking the AI infrastructure sector; I am protecting my capital while keeping faith in the long-term opportunity.

🇸🇬 Singapore — The STI Gives Back a Week of Gains

🔑 Key Event: $FTSE Straits Times Index(STI.SG) is down about -0.9% near 5,375 this morning, after Wednesday's -0.1% close at 5,423. $DBS(D05.SG) is off about -1.3% and $OCBC Bank(O39.SG) -1.0%, while $UOB(U11.SG) is flat.

@TheInvestingIguana : Wall Street fell after SGX had closed, so today is the first Singapore session to meet the worst US session since July.

👀 Other to Watch

• S-REITs → $Lion-phillip S-Reit(CLR.SG) is at 0.749, another 52-week low. Higher-for-longer rates keep doing the damage.

@LazyCat : I have been holding my horses and watching the CLR REIT ETF; it is steadily approaching the level I am interested in.

🇭🇰 HK/China — AI Hardware Leads a Broad Selloff

🔑 Key Event: $Hang Seng Index(00HSI.HK) is down about -1.1% near 24,040 this morning, after Wednesday's -0.13% close at 24,314. $YOFC(06869.HK) is off about -9.9%, $Z.AI(02513.HK) -8.6% and $ZJ INNOLIGHT(03308.HK) -5.3%.

🌍 Other to Watch

• 📉 The Fed's Beige Book said every district is now feeling higher oil prices, with diesel costs passing down supply chains.
• 🏦 Bowman and Daly both said there is no rush to move in October, while Collins still expects another hike this year.
• ⚠️ Gartner forecast $3.5T of AI infrastructure write-downs by 2030, and said 80% of emerging cloud providers may fail.

@Darkwinter : Any hawkish words from the Fed might not translate into credible action, but any dovish words will probably be true.

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🚫 No duplicates · ⏰ Deadline: Oct 15, 2026, 11:59 PM SGT

Not investment advice, just market talk 🙏