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].

最新的9月CPI发布时间，也赶在了美联储10月28日至29日的FOMC政策会议前发布。 投资者普遍预 期，美联储官员将再次降息，但一些决策者对此仍持谨慎态度，原因是通胀率依然明显高于目标水平。 ⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 美国劳工部原本根据关门应急计划暂停了CPI报告的相关工作。CPI报告追踪一篮子广泛商品和服务的 价格随时间变化情况。但美国社会保障局需要第三季度的CPI数据，用于在11月1日之前计算并公布年 度生活成本调整（COLA）。通常情况下，BLS发布9月份CPI后不久，社会保障局就会公布COLA调 整。 由于美国联邦政府因资金中断而关门，劳工统计局的其他数据发布，包括非农就业报告，也未能按原计 划公布。 本周四，美国参议院第七次未能通过拨款法案，导致上周开始的政府停摆仍在持续。 美国劳工部在联邦政府持续关门的情况下，召回部分工作人员编制一份关键的消费者通胀报告。 当地时间周五，据媒体援引白宫一名官员表示， 美国劳工部下属的劳工统计局（BLS）将"立即恢 复"对9月份消费者价格指数（CPI）数据的工作。根据 ...