Cover of Hot US CPI Forces Markets to Price December Fed Rate Hike — Ep. 102 — 11 Nov 2026

Hot US CPI Forces Markets to Price December Fed Rate Hike — Ep. 102 — 11 Nov 2026

Hot US CPI Forces Markets to Price December Fed Rate Hike — Ep. 102 — 11 Nov 2026

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Summary
 Today on The Open Bell: October's inflation data came in hotter than expected, and now the bond market is pricing something nobody wanted to say out loud a week ago: the Fed raising rates again in December. Anthropic is touring Wall Street this week trying to raise $64.4 billion in a single stock sale, at a valuation of roughly $1.4 trillion, during an AI selloff, which tells you something about either the confidence of AI believers or the credulity of institutional money, and we're not entirely sure which. SoftBank just posted a $7.1 billion quarterly loss after writing down its AI data centre bets, a stunning reversal from the $15.8 billion profit it booked in the same quarter last year, and the question isn't whether Masayoshi Son got this wrong, it's how many others made the same bet and haven't told us yet. If today's episode earned a few minutes of your morning, a five-star rating helps the next listener find it. The numbers behind today's stories, free in your inbox every weekday: https://theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:13 Hot US CPI Forces Markets to Price December Fed Rate Hike 03:03 Anthropic Launches $64.4B IPO Roadshow at $70–$78 Per Share 05:29 SoftBank Posts $7.1B Quarterly Loss on AI Data-Centre Write- 07:15 Also today 08:21 Closing thoughts

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