Core Viewpoint - The recent US inflation data is unlikely to have a lasting impact on the US dollar, according to Deutsche Bank analyst Antje Praefcke [1][2]. Summary by Relevant Sections - Inflation Data Impact The delayed release of US inflation data may reveal whether tariff policies have increased inflation levels, but it is "unlikely to change the decision-making tone" of the Federal Reserve's upcoming meeting, as most Fed members believe any impact from tariffs on inflation will be temporary [1][2]. - Federal Reserve's Interest Rate Decision Even if the inflation data exceeds expectations, the Federal Reserve may still implement a rate cut on October 29, as the current focus is on employment conditions, with recent deterioration in the labor market providing justification for a rate cut [1][2].
德商银行:美通胀数据难持久,10月或仍降息