美国9月CPI数据强化降息预期 市场预计今年还将降息两次

Core Insights - The report from the U.S. Bureau of Labor Statistics indicates that both overall and core inflation in September were below expectations, paving the way for the Federal Reserve to consider further rate cuts [1] - Following the release of the CPI data, traders increased their bets on the Federal Reserve making two more rate cuts this year [1] - Futures contracts linked to the Federal Reserve's policy rate show rising expectations for a further rate cut at the January meeting next year [1] - According to Minsheng Securities, the core inflation in September is expected to continue a moderate upward trend, suggesting that the market's pricing of a rate cut in October is unlikely to be reversed [1]