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Ground Signal Deep Dive: Markets & Economy — October 14, 2026

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CPI-day deep dive: September inflation prints at 3.7% year-over-year, hotter than consensus, forcing a Fed hike reprice ahead of the October 27th FOMC meeting. JPMorgan and Wells Fargo deliver Q3 beats. Brent holds above $105 on Houthi risk premium. Brazil runoff enters its final eleven days with Bolsonaro leading markets.

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