Newsig · CNBC
Here's the inflation breakdown for September 2026 — in one chart
The consumer price index rose by 3.7% in September, on the back of higher gasoline and energy prices largely due to the Iran war.
Why it matters
CL (Crude Oil (WTI)) · Why linked: Inflation rise attributed to higher gasoline and energy prices from Iran war Market context: Higher oil prices driven by Iran conflict are pushing CPI upward.
BZ (Brent Crude Oil) · Why linked: Brent crude directly tied to Middle East geopolitical risk and Iran war Market context: Geopolitical premium from Iran conflict is supporting elevated crude prices.
XLE (Energy Select Sector SPDR Fund) · Why linked: Energy sector benefits from elevated oil prices Market context: Sustained higher energy prices support energy sector performance.
TLT (20+ Year Treasury) · Why linked: Sticky inflation reduces likelihood of near-term Fed rate cuts Market context: Higher-than-expected CPI tempers expectations for Fed easing, pressuring long-duration bonds.
How CL, BZ, XLE, TLT usually react
This story is too recent for its own reaction record — we score each asset against the actual price move 24h after publication. These are the long-run figures across every event we have tracked for them.
| Asset | Events | Avg max move | Closed lower |
|---|---|---|---|
| CL | 180 | +2.93% | 41% |
| BZ | 171 | +2.75% | 40% |
| XLE | 142 | +1.50% | 40% |
| TLT | 20 | +0.74% | 60% |
Curated by Newsig — News in. Signal out.
How the reaction data is measured · Editorial policy