The September CPI rose 0.6% from the prior month and 3.7% year over year, up from 0.4% and 3.4% in the previous report, raising the odds of Federal Reserve rate hikes and pushing the S&P 500 down 1.1% that day. The author argues such swings are daily noise: so far in 2026, the S&P 500 has fallen more than 1% 18 times and gained more than 1% on 19 occasions. In a hypothetical example, $10,000 put into the SPDR S&P 500 ETF (SPY) in October 2006 grew to $56,170 in share price terms, or $80,970 with dividends reinvested, despite a drop of more than 50% after the subprime crash, a COVID-19 plunge and the 2022 inflation crisis. Adjusted for inflation, $10,000 in October 2006 equals about $16,697 today, so the position is well ahead of inflation.
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Related tickers and likely impact
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/19/2026 | 766.48 |
| Change that session | +0.42% |
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/19/2026 | 718.36 |
| Change that session | +1.21% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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