【美国9月CPI同比增长3% 低于市场预期】智通财经10月24日电，美国9月CPI同比增长3%，为2025年1 月以来新高，预估为3.1%，前值为2.9%；美国9月CPI环比增长0.3%，预估为0.4%，前值为0.4%。 转自：智通财经 ...

美国CPI年率小幅回升。美国9月未季调CPI年率录得3%，为2025年1月以来新高，不过增幅略低于市场普遍预期的3.1%。季调后CPI月率0.3%，略低于预期的0.4%。#行情 市场加大今年再次降息两次的押注，现货黄金一度走高20美元，美元指数跌30点。纳斯达克指数期货涨1%，标普500指数期货涨0.7%。 ...

Core Insights - The U.S. Consumer Price Index (CPI) for September increased by 0.3% month-over-month, which is below the expected 0.4% and matches the previous value of 0.4% [1] - The core CPI year-over-year for September stands at 3%, slightly below the expected 3.1% and unchanged from the previous value of 3.1% [1] - The month-over-month core CPI for September rose by 0.2%, lower than the expected 0.3% and the previous value of 0.3% [1]

Soft CPILet's have a FridayTree News (@TreeNewsFeed):U.S. CPI: +3% YEAR-OVER-YEAR (EST. +3.1%)U.S. CORE CPI: +3% YEAR-OVER-YEAR (EST. +3.1%) ...

🚨 BREAKING 🚨US CORE CPI CAME IN AT 3.0%EXPECTATIONS: 3.1% ...

RT Bloomberg Opinion (@opinion)CPI Day: Will today’s number matter for the Fed? 📈📉https://t.co/jBWVO733A4 ...

Group 1 - The core viewpoint of the article emphasizes the current economic situation, particularly focusing on CPI and PPI data, indicating a lack of inflation and a need for continued monetary and fiscal policy support [5][6][10] - In September, the CPI decreased by 0.3% year-on-year and increased by 0.1% month-on-month, while the PPI fell by 2.3% year-on-year, suggesting weak consumer demand and manufacturing prices [3][5] - The article highlights the importance of M1 and M2 monetary supply data, with M2 at 335.38 trillion yuan, growing by 8.4% year-on-year, and M1 at 113.15 trillion yuan, growing by 7.2%, indicating a narrowing M2-M1 gap [6][10] Group 2 - The narrowing of the M2-M1 gap suggests that M1 is growing faster, attributed to a decline in government bond prices, prompting individuals to withdraw funds from fixed-term investments back into demand deposits [9][10] - In September, household deposits increased by 2.96 trillion yuan, while non-bank financial institution deposits decreased by 1.06 trillion yuan, indicating a trend of funds returning to banks rather than remaining in investment accounts [10][11] - The article notes that the capital market's performance in September was lackluster, leading to a decrease in the "money-moving" phenomenon, as investors were not experiencing significant gains [11][13] Group 3 - The article discusses the potential for continued government intervention to stimulate the capital market and address the current economic stagnation, suggesting that the underlying logic for a bull market remains intact [15][19] - Upcoming key events, including trade negotiations and Federal Reserve meetings, are expected to influence market performance, with a cautious approach recommended until these events conclude [20][21] - The article concludes with a call for strategic asset allocation in anticipation of market movements following these critical events [22][23]

REMINDER 🚨🇺🇸 US CPI data will be released in 2 hours.Expectations: 3.1% https://t.co/vRfChaRBTw ...

Group 1 - The report indicates that despite a 0.1% year-on-year decline in CPI for the first three quarters, over 53.6% of consumers perceive prices as high, highlighting a disparity between subjective consumer sentiment and objective price levels [1][3] - The perception of high prices is more pronounced among low-income consumers compared to high-income consumers, suggesting that purchasing power significantly influences consumer sentiment [3][5] - The decline in consumer confidence is attributed to slower-than-expected income growth and a significant adjustment in the real estate market, which has led to a decrease in household assets [3][5] Group 2 - The report reveals that nearly 58.4% of consumers prefer ordering discounted meal packages through e-commerce platforms, indicating a strong sensitivity to price and a pursuit of value for money [4][5] - This trend suggests that large restaurant chains are increasingly reliant on partnerships with e-commerce platforms to maintain business, which may lead to intensified competition in the market [5][9] Group 3 - The core CPI, excluding food and energy prices, increased by 0.6%, indicating that the overall CPI decline is primarily driven by falling food and energy prices [7][9] - Experts suggest that the current market competition has shifted from innovation-driven to cost-driven, necessitating a focus on research and development to foster new production capabilities and create value [8][9] Group 4 - Recommendations to counteract "involution" include institutional reforms to guide competition back to reasonable levels and encourage businesses to explore new technologies and markets [9][10] - Some economists argue that boosting the economy through measures such as stabilizing the stock and real estate markets could be a rapid approach to address the challenges posed by "involution" [10][11]

每经AI快讯，日本9月全国CPI同比上升2.9%，预期2.9%，前值2.70%。 ...