The Federal Reserve chose not to raise the fed funds rate this past Wednesday, but CME's FedWatch tool still shows an 85% chance of a rate increase in December, with a couple more likely in the first half of 2027, as inflation remains robust. The article cites Hartford data showing that in years when inflation exceeds 3%, energy outperformed inflation 74% of the time, with an average 13% gain. The author is skeptical that this will hold this time, noting that renters (corporate and consumer) are struggling and crude oil has held at $100 per barrel since March, leaving VNQ and XLE already fully valued. The article points to XLB, EQRR and SPHQ as candidates, and notes that the SPDR Gold Shares (GLD) has underperformed since early this year despite persistent inflation.
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Fedinterest ratesinflationETFoil prices
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Related tickers and likely impact
DXY
• NeutralRelevance: low
| Market | Currencies |
|---|---|
| Close on 10/30/2026 | 101.96 |
| Change that session | +0.08% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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