美国9月CPI：或与8月类似，年率接近3.0%

Core Insights - The chief economist of the UK research institution CEPR, Dean Baker, suggests that the US September CPI data is likely to show a growth rate similar to that of August [1] Inflation Data Summary - In August, the energy component increased by 0.7%, and a similar rapid growth is expected for September [1] - The food component for households rose by 0.6% in August, with a potential slowdown in growth for September [1] - The core CPI month-on-month rate for September is anticipated to reach 0.3%, rounding up to possibly show 0.4% [1] - Both the overall and core CPI year-on-year rates for September are expected to be close to 3.0%, exceeding the Federal Reserve's target of 2.0% by a full percentage point [1] Implications for Federal Reserve - The inflation level may be less concerning than its direction of change for the Federal Reserve [1] - There is a likelihood of rising inflation rates until the full impact of tariffs is passed on to consumers [1] - The situation could become more complex if new tariffs are implemented affecting more industries [1] - It is difficult to envision inflation reaching the Federal Reserve's target in the short term unless a significant recession occurs [1]