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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.

NEXT OFFICIAL RELEASECalculating
Wed, Oct 14, 08:30 AM ETWed, Oct 14, 08:30 PM Beijing
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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

  1. 01

    Core CPI month over month

  2. 02

    Shelter and services

  3. 03

    Goods reacceleration

  4. 04

    Revisions and base effects

IMPACT PATHS · INFERENCE

Potential paths, not trade calls

Core inflation is firm

Later easing expectations → front-end yields react → greater pressure on high-duration growth

Core inflation cools

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 timeEastern timePeriod
Wed, Oct 1420:3008:30September 2026 data
Tue, Nov 1021:3008:30October 2026 data
Thu, Dec 1021:3008:30November 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.