历史首次！白宫突发警告！10月通胀数据或缺席

Group 1 - The U.S. government shutdown may prevent the release of October inflation data, marking a historical first for such an occurrence [3][4][6] - The White House indicated that the inability to collect price data due to the shutdown could complicate the Federal Reserve's decision-making process regarding monetary policy in December [5][6] - Analysts warn that the absence of key economic data could lead to increased uncertainty for both the market and policymakers, potentially impacting market confidence and financial stability [6][8] Group 2 - The September inflation data was lower than expected, with the Consumer Price Index (CPI) rising 0.3% month-over-month and 3% year-over-year, which is the highest level since June 2024 [7][8] - The lower-than-expected CPI data has led traders to increase bets on further interest rate cuts by the Federal Reserve, with expectations of a 25 basis point cut next week and a total of 120 basis points over the next 12 months [7][8] - The housing component significantly influenced the unexpected decline in September inflation, while tariffs have had a relatively mild impact on overall price levels [8]