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闪评 | 关税影响渐显 关键数据“迟到”
Sou Hu Cai Jing·2025-10-25 11:50

Core Insights - The U.S. Consumer Price Index (CPI) rose by 3% year-on-year in September, surpassing the 2.9% increase recorded in August [1] - The core CPI, excluding volatile food and energy prices, also increased by 3% year-on-year in September [1] - The release of the CPI data was delayed by over a week due to the ongoing federal government shutdown, which has now entered its fourth week [1] Economic Implications - The September CPI data may be the last significant official economic data available before the Federal Reserve's monetary policy meeting scheduled for October 28-29 [1] - The ongoing government shutdown may hinder the Labor Statistics Bureau's ability to release the October CPI data as planned [1] - The impact of the government's tariff policies on inflation and the potential effects of delayed or absent key data on the Federal Reserve's decision-making process are critical considerations [1]