CPI · EVENT PLAYBOOK
U.S. CPI schedule and market impact
CPI measures changes in prices paid by consumers. Markets usually examine monthly, yearly and core readings together.
WHY IT MATTERS
Why U.S. equities care
CPI can change views on inflation persistence and the policy-rate path, often showing first in front-end yields, the dollar and long-duration growth stocks.
WHAT TO READ
What to read first
- 01
Core CPI month over month
- 02
Shelter and services
- 03
Goods reacceleration
- 04
Revisions and base effects
IMPACT PATHS · INFERENCE
Potential paths, not trade calls
Later easing expectations → front-end yields react → greater pressure on high-duration growth
Easier rate path → looser financial conditions → focus on growth and rate-sensitive sectors
READING BOUNDARIES
Common reading mistakes
- One month can be noisy
- Yearly changes can reflect base effects
- Reaction depends on what was already priced
2026 CPI release schedule (Beijing time)
Dates and times follow the official schedule
| Date (Beijing) | Beijing time | Eastern time | Period |
|---|---|---|---|
| Wed, Oct 14 | 20:30 | 08:30 | September 2026 data |
| Tue, Nov 10 | 21:30 | 08:30 | October 2026 data |
| Thu, Dec 10 | 21:30 | 08:30 | November 2026 data |
All 2026 release dates already published by the agency, plus any next-year dates it has announced. Later changes follow the official source.