Hotter-than-expected October CPI (+0.4% headline, core above forecast) set off a Treasury selloff Tuesday, with markets pricing 28bp of tightening for December per LSEG after the release. Waller backed a 25bp hike but said much higher inflation could require more, and WSJ’s Nick Timiraos called a December hike “virtually a certainty,” with 86% priced for 25bp and 14% for 50bp. CoreWeave jumped 10% pre-market after Q3 revenue grew 168%, sending Nasdaq 100 futures up about 2%, while Bitcoin held near $74,000 as spot ETFs lost $95M and November outflows reached about $1.6B. Anthropic’s bankers are weighing a valuation of $1.5T or more.
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