Market Pulse · Macro & Market
Interest rates
Every S&P 500 company that raised Interest rates in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
9 companies · 10 events · 9 no estimate (counted in companies, so the parts add up)
Companies raising Interest rates
- WFC — Interest Rate EnvironmentImportance 23 · Surprise 40WELLS FARGO & COMPANY/MN · News · 2026-09-30A Federal Reserve rate hike was cited in third-party reporting as a factor accompanying Wells Fargo’s 13.6% 2026 stock decline through September 29, 2026. Wells Fargo’s CFO indicated that third-quarter net interest…
- NVDA — Interest Rate and Inflation SensitivityImportance 22 · Surprise 32NVIDIA CORP · News · 2026-09-30U.S. shares rose after August personal consumption expenditures inflation was reported at 3.4% year over year, below the 3.7% economist consensus cited by Reuters. The softer reading reduced expectations for another…
- HD — Interest Rate and Housing PressureImportance 20 · Surprise 24HOME DEPOT, INC. · News · 2026-09-29Higher mortgage rates are reducing homebuilding, renovation activity, and housing turnover in the United States. Weak housing activity remains a risk to Home Depot’s demand, particularly for larger projects and…
- MU — Interest Rate EnvironmentImportance 17 · Surprise 24MICRON TECHNOLOGY INC · News · 2026-09-29U.S. Treasury yields were reported near their highest level in almost two decades on September 29, creating a hostile macro backdrop for technology stocks. Elevated bond yields may increase the discount rate applied to…
- CRM — Interest Rate EnvironmentImportance 15 · Surprise 14Salesforce, Inc. · News · 2026-09-30U.S. August PCE inflation increased 0.3% month over month, below economists’ expectations, according to third-party reporting on September 30, 2026. The cooler inflation reading reduced market expectations for higher…
- MS — Interest Rate EnvironmentImportance 10 · Surprise 6MORGAN STANLEY · News · 2026-10-01 · 2 eventsMorgan Stanley Wealth Management’s Daniel Skelly said rising market yields are reflecting expectations for stronger economic growth. His comments covered current bond-market dynamics and broader market activity on…
- GS — Interest Rate OutlookImportance 10 · Surprise 6GOLDMAN SACHS GROUP INC · News · 2026-09-30Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer said the pace of a bond-market selloff is a key risk for equities. He said strong earnings were supporting stocks and had reduced valuations during 2026,…
- CME — Interest Rate EnvironmentImportance 10 · Surprise 6CME GROUP INC. · News · 2026-09-30U.S. private-sector employment increased by 90,000 in September, above the 70,000 estimate, indicating continued labor-market strength. The stronger ADP reading supported expectations for a hawkish Federal Reserve…
- SO — Interest Rate EnvironmentImportance 10 · Surprise 6SOUTHERN CO · News · 2026-09-29Third-party reporting identifies rising interest rates and Treasury yields as a pressure on Southern Company's dividend-oriented utility valuation. Higher yields may increase the company's borrowing costs and make its…