巴克莱：CPI要远远高于预期才会改变美联储降息预期

Core Insights - Investors are closely monitoring the upcoming U.S. CPI report for September, with expectations of a 0.4% increase in overall CPI and a 0.3% rise in core CPI compared to the previous month [1] - Despite the ongoing government shutdown, which has entered its fourth week, the U.S. Bureau of Labor Statistics will still release the inflation report to assist the Social Security Administration in determining annual cost-of-living adjustments for millions of retirees and other beneficiaries in 2026 [1] - Analysts believe that the CPI data is unlikely to hinder the Federal Reserve's plan to cut rates by 25 basis points next week, but it may provide clues regarding potential actions at the Fed's December meeting [1] - Traders have largely priced in expectations for a rate cut next week and another cut at the December meeting [1] - Barclays Private Bank's Chief Market Strategist, Julien Lafargue, stated that the CPI data would need to significantly exceed expectations to alter market perceptions regarding further rate cuts by the Federal Reserve [1]