The Morning Bull - US Market Morning Update Wednesday, Oct, 14 2026 US stocks are set for a cautious, slightly positive open, with the entire mood hanging on inflation. Investors are weighing hotter year ahead price expectations out of the Michigan survey against a packed US CPI release later today. The University of Michigan reading put one year inflation expectations at 4.7% for October while overall consumer sentiment slipped to a five month low. That mix points to households feeling squeezed and reinforces the stakes around this afternoon's CPI and core CPI releases. When inflation expectations drift higher, investors tend to price in the risk of stickier Fed policy, which affects borrowing costs across mortgages, credit cards and corporate debt.
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