Why Markets Rallied on Hot Inflation (Sept 11, 2026)

In this post-market wrap-up for Friday, September 11, 2026, hosts Joe and Jane unpack a high-volatility session across Wall Street. Despite a hotter-than-anticipated August CPI report showing inflation at 3.4% YoY, U.S. equities snapped a four-session losing streak as markets found a relief valve in retreating crude oil prices.Joe and Jane break down the mechanics of Friday's rally where the S&P 500 climbed +0.86% driven by a +1.5% rebound in Information Technology even as all major benchmarks finished the week in negative territory. They explore key sector rotations out of mega-cap tech into small-caps, heavy options activity in Nvidia (NVDA) and Energy heavyweights (CVX, XOM), and what the 10-year Treasury yield sitting near 4.9% signals for the Fed's upcoming policy meeting.Disclaimer: Bulls, Bears and the Bell is produced strictly for educational, informational, and entertainment purposes only. The commentary, opinions, and technical analysis shared by hosts Joe and Jane do not constitute financial, investment, legal, or tax advice. Trading equities, options, futures, and fixed-income securities carries a high level of risk and may not be suitable for all investors. Past performance is no guarantee of future results. Always perform your own due diligence and consult with a licensed financial professional before executing any trading strategies.