通胀数据显著分化 欧洲内部价格压力呈现结构性差异

Core Insights - Inflation data from Sweden, Poland, and Bulgaria shows significant divergence in trends, with Sweden experiencing a notable decline, Poland stabilizing at a low level, and Bulgaria reaching a new high for 2023 [1][2][3] Sweden - Sweden's inflation rate fell to 0.9% in September, down from 1.1% in August, which is below the central bank's target of 2% [1] - The Consumer Price Index (CPI) for September showed a year-on-year increase of 0.9%, with notable slowdowns in various categories: food and non-alcoholic beverages rose by 3.3% (previously 4.7%), clothing and footwear by 1.7% (previously 3.2%), and miscellaneous goods and services by 3.5% (previously 3.8%) [1] - Housing and utility prices decreased by 2.3%, while restaurant and hotel prices accelerated to a 4.1% increase [1] Poland - Poland's CPI remained stable at 2.9% in September, matching August's figure and maintaining the lowest level since June 2024 [2] - Food and non-alcoholic beverage prices increased by 4.2%, while education prices dropped to 6.8% from 8.6% [2] - Transportation prices decreased by 3.8%, and the CPI showed no month-on-month change, consistent with the previous two months [2] Bulgaria - Bulgaria's CPI rose to 5.6% in September, the highest since October 2023, up from 5.3% in July and August [3] - Significant price increases were observed in entertainment and culture (19.1%), education (9.4%), and restaurant and hotel services (10.8%) [3] - The CPI decreased by 0.8% month-on-month, reversing the slight increase seen in August [3]