Hotter-than-expected US inflation drives bond yields higher, SJF Bank says

• SJF Bank's October 14, 2026 analysis linked rising bond yields to September US inflation accelerating to 3.7% from 3.4%.
• Core inflation increased to 2.6% from 2.4%, exceeding expectations of 2.5%.
• Markets priced a nearly 50% probability of a Fed rate increase on October 28, up from roughly 20% before the release.
• US two-year government bond yields rose more than 0.15 percentage points; 10-year yields climbed more than 0.1 percentage points.
• US stock futures signaled a sharply lower opening, particularly for the Nasdaq, while the dollar strengthened against the euro.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SJF Bank A/S published the original content used to generate this news brief on October 14, 2026, and is solely responsible for the information contained therein.