Hot CPI Report Shatters Wall Street | Q3 Bank Earnings & NVDA Options Flow

Mid-October volatility is officially here. In today’s post-market debrief, Joe (Senior Market Editor) and Jane (Lead Strategist) break down Wall Street's reaction to a hotter-than-expected Consumer Price Index (CPI) print of 3.4% YoY (vs. 3.2% expected) and a rapid spike in the 10-Year Treasury yield to 4.52%. Despite an initial sell-off, institutional buyers stepped in at the 4,800 level on the S&P 500. In this episode, we cover: The Inflation Hangover: Why small caps (IWM) took the early brunt, and what heavy call buying on SPY for November expiration reveals about institutional positioning. Q3 Bank Earnings Launch: Solid Net Interest Income from JPMorgan Chase (JPM) and Goldman Sachs (GS), Jamie Dimon’s macro warning, and the sector rotation into financials (KBE). Tech Volatility & NVDA: NVIDIA (NVDA) touches new record highs before consolidating. We examine key options flow, including protective $900 strike puts and income strategies like covered calls. Prepare for tomorrow's market open and upcoming retail sales data with Bulls, Bears and the Bell! Don't forget to hit Subscribe on Spotify or Apple Podcasts to stay ahead of the tape. Episode Disclaimer Disclaimer: The content provided in the Bulls, Bears and the Bell podcast is for informational, educational, and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The opinions expressed by the hosts reflect market views as of October 14, 2026, and are subject to change without notice. Any references to specific securities, indices, ETFs, or options strategies (including JPM, GS, NVDA, SPY, IWM, and KBE) are for analytical commentary and do not represent a endorsement or recommendation to buy, sell, or hold any security or asset. Investing and trading in financial markets involve significant risk of capital loss. Always perform your own research and consult a licensed financial advisor before making investment decisions.