深夜，狂飙！美联储，突迎大消息！

Core Insights - The latest U.S. inflation data for September shows a lower-than-expected Consumer Price Index (CPI), reinforcing market expectations for potential interest rate cuts by the Federal Reserve [1][2][3] - The September CPI increased by 3% year-over-year, below the anticipated 3.1%, and the core CPI also rose by 3%, matching the previous month's figure but lower than expectations [2][3] - Following the CPI report, traders increased bets on two more rate cuts by the Federal Reserve this year, with expectations of a total reduction of 120 basis points over the next 12 months [3][6] Market Reactions - U.S. stock markets reacted positively, with all three major indices reaching historical highs; the Nasdaq surged over 1%, while the Dow Jones and S&P 500 also set new records [1][6] - Major tech stocks saw significant gains, with AMD rising over 7% to reach a new high, and other tech giants like Google and Nvidia also performing well [6][7] Economic Analysis - A notable decline in core service costs is identified as a key driver behind the softening core inflation [3] - Energy costs were a significant factor in the overall inflation increase, with gasoline prices rising by 4.1% in September, marking the largest monthly increase among all items [3][7] - Analysts suggest that the CPI data may persuade Federal Reserve officials to consider further easing of monetary policy in December [3] Data Collection Challenges - The release of October's inflation data may be delayed due to the government shutdown, complicating the Federal Reserve's policy decisions [5][8] - The Labor Statistics Bureau's ability to collect price information for October is hindered, raising concerns about the accuracy of future inflation assessments [5][8]