德国商业银行：美通胀数据或不影响美元，10 月或降息

Group 1 - The core viewpoint is that the recently released US inflation data is unlikely to have a lasting impact on the dollar's trajectory or the Federal Reserve's decision-making [1][2] - Delayed data release can indicate whether tariff policies have driven inflation, but it is not expected to alter the Federal Reserve's meeting tone next week, as most members believe the impact of tariffs on inflation is temporary [1][2] - Even if inflation data exceeds expectations, the Federal Reserve may still consider a rate cut on October 29, focusing more on employment conditions, as recent labor market deterioration provides justification for a rate cut [1][2]