美国9月CPI：预计整体升0.4%，或影响美联储降息

Core Viewpoint - Investors are closely monitoring the upcoming release of the US September CPI, which may provide insights into the Federal Reserve's potential actions in December [1] Group 1: Economic Indicators - The overall CPI is expected to rise by 0.4% compared to the previous month, while the core CPI is anticipated to increase by 0.3% [1] - Despite the ongoing government shutdown, the US Bureau of Labor Statistics will still release the inflation report, which is crucial for the Social Security Administration's cost-of-living adjustments for 2026 [1] Group 2: Market Expectations - Analysts believe that the CPI data will not hinder the Federal Reserve from lowering interest rates by 25 basis points next week, and it may provide clues for the December meeting [1] - Traders have already priced in expectations for rate cuts in both the upcoming week and December [1] - A chief market strategist at Barclays Private Bank stated that only significantly higher-than-expected data would alter the market's perception regarding another rate cut by the Federal Reserve [1]