Group 1 - The core CPI in the U.S. for September adjusted month-on-month is 0.2%, lower than the expected 0.3% and the previous value of 0.3% [1] - The unadjusted year-on-year core CPI for September stands at 3%, slightly below the expected 3.1% and the previous value of 3.1% [1]

Core Insights - The latest inflation data for September in the U.S. shows a lower-than-expected performance across the board, indicating a potential easing of inflationary pressures [1][2]. Inflation Data Summary - The Consumer Price Index (CPI) for September increased by 0.3% month-over-month, which is below both August's increase of 0.4% and market expectations [2]. - Food prices rose by 0.3% month-over-month and 3% year-over-year, while energy prices increased by 1.5% month-over-month and 2.8% year-over-year, with gasoline prices up 4.1% month-over-month but down 0.5% year-over-year [4]. - The core CPI, excluding volatile food and energy prices, rose by 0.2% month-over-month and 3% year-over-year, both figures being 0.1 percentage points lower than the previous month and market expectations [4][5]. Housing and Vehicle Costs - Housing costs, which account for about one-third of the CPI, increased by 0.2% month-over-month and 3.6% year-over-year [7]. - New car prices rose by 0.2% month-over-month and 0.8% year-over-year, while used car and truck prices decreased by 0.4% month-over-month but increased by 5.1% year-over-year [7]. Government and Market Reactions - The CPI report is the only official economic data released during the U.S. federal government shutdown, as it is necessary for calculating the annual cost-of-living adjustment (COLA) by November 1 [7]. - The White House commented that the inflation report exceeded economists' expectations, highlighting stable prices and wage growth outpacing inflation [7]. - Following the CPI report, the probability of the Federal Reserve lowering interest rates by 25 basis points in the upcoming meeting rose to nearly 99%, with only a slight chance of maintaining current rates [7].

Core Insights - The U.S. Consumer Price Index (CPI) increased by 0.3% month-over-month in September, with a year-over-year increase of 3% before seasonal adjustment [1] - The core CPI, which excludes volatile food and energy prices, rose by 0.2% month-over-month and also showed a year-over-year increase of 3% before seasonal adjustment [1] Summary by Category - **CPI Data** - September CPI increased by 0.3% month-over-month [1] - Year-over-year CPI growth stands at 3% before seasonal adjustment [1] - **Core CPI Data** - Core CPI increased by 0.2% month-over-month [1] - Year-over-year core CPI growth is also 3% before seasonal adjustment [1]

Core Insights - The U.S. Consumer Price Index (CPI) increased by 3% year-over-year in September, compared to a previous increase of 2.9% [1] - The month-over-month CPI growth for September was 0.3%, down from a previous growth of 0.4% [1] - The core CPI, which excludes food and energy, rose by 3% year-over-year, slightly lower than the previous increase of 3.1% [1] - The month-over-month core CPI growth was 0.2%, down from a previous growth of 0.3% [1]

Core Insights - The core Consumer Price Index (CPI) in the U.S. for September increased by 3% year-over-year, which was below the forecast of 3.1% and unchanged from the previous value of 3.1% [1] - On a month-over-month basis, the core CPI rose by 0.2%, again falling short of the expected 0.3% and remaining consistent with the prior month's increase of 0.3% [1]

Core Insights - The Consumer Price Index for All Urban Consumers (CPI-U) in the U.S. increased by 0.3% in September, lower than the 0.4% rise in August, with a year-over-year increase of 3.0% [1][3] - Gasoline prices were a significant contributor to the overall price increase, rising by 4.1% in September, while energy prices increased by 1.5% [1][2] - Core CPI, excluding food and energy, rose by 0.2% in September, down from 0.3% in the previous two months, with notable increases in housing, airfare, entertainment, and clothing [1][3] Food Prices - Food prices increased by 0.2% in September, lower than the 0.5% rise in August, with household food prices up by 0.3% [2] - Among the six major food categories, four saw price increases, with "other household food" up by 0.5% and non-alcoholic beverages up by 0.7% [2] - Year-over-year, household food prices rose by 2.7%, with significant increases in meat, poultry, fish, and eggs by 5.2% [2] Energy Prices - The energy index rose by 1.5% in September, higher than the 0.7% increase in August, with gasoline prices up by 4.1% [2] - Over the past 12 months, the energy index increased by 2.8%, with electricity up by 5.1% and natural gas up by 11.7% [2] Core CPI Details - The core CPI, excluding food and energy, increased by 0.2% in September, with the housing index rising by 0.2% [3] - The year-over-year core CPI also rose by 3.0%, with notable increases in housing (3.6%) and healthcare (3.3%) [3] - The unadjusted CPI-U for the past 12 months reached an index level of 324.800, reflecting a 3.0% increase [3][4]

Core Insights - The core Consumer Price Index (CPI) in the United States increased by 3% year-over-year in September, which was below the forecast of 3.1% and unchanged from the previous value of 3.1% [1] - On a month-over-month basis, the core CPI rose by 0.2% in September, lower than the expected increase of 0.3% and consistent with the prior month's increase of 0.3% [1]

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]

Core Insights - The Consumer Price Index (CPI) in the U.S. is expected to rise for the second consecutive month in September, with a projected increase of 0.4% from August, driven by higher gasoline prices and tariff-related costs on clothing, beef, and coffee [1][1][1] - Year-over-year, the CPI is estimated to increase by 3.1%, marking the highest level in 16 months, while the core CPI, excluding volatile food and energy prices, is expected to rise by 0.3% month-over-month and 3.1% year-over-year [1][1][1] - Economists predict that consumers will bear up to 60% of the total tariff costs over the next six months, as companies gradually pass on costs while sacrificing hiring [1][1][1] Inflation Trends - Inflation in the services sector, particularly rent, may cool down, potentially offsetting the impact of rising goods prices [1][1][1] - Despite the strengthening inflation, the Federal Reserve is anticipated to lower interest rates by 25 basis points next week [1][1][1] Data Collection Concerns - The CPI report is released during a government shutdown, raising concerns about the quality of October's data due to disruptions in data collection and resource pressures on the Bureau of Labor Statistics [1][1][1]

Core Insights - Japan's core Consumer Price Index (CPI) rose by 2.9% year-on-year in September, matching expectations and up from a previous value of 2.7% [1] Economic Indicators - The core CPI increase of 2.9% aligns with market expectations of 2.90% [1] - The previous month's core CPI was recorded at 2.70%, indicating a notable increase [1]