“数据荒”中迎来CPI 今晚市场是惊还是喜？

Group 1 - The core focus of Wall Street is on the September Consumer Price Index (CPI) report, which is expected to significantly influence market trends due to the lack of government data caused by the shutdown [1][2] - Economists predict a 0.4% month-over-month increase in overall CPI for September, maintaining the same level as August, with a year-over-year increase of 3.1%, up 0.2 percentage points from August [1][2] - The report is crucial as it will be the last significant economic data before the Federal Reserve's policy meeting, with expectations of a 25 basis point rate cut [2][4] Group 2 - There are concerns regarding the reliability of the CPI data due to the government shutdown, which has led to a lack of comprehensive economic indicators [4] - The potential impact of tariffs from the Trump administration on prices will be closely monitored, particularly in categories like communication and household goods [3][4] - A significant deviation from expected CPI data could act as a catalyst for market volatility, with higher-than-expected inflation potentially leading to market fluctuations [5]