需要警惕的是，白宫方面宣布，下个月很可能不会发布美国通胀数据。机构分析师指出，要公布10月的 通胀数据，美国劳工统计局工作人员必须在10月期间采集价格信息——而实际上，当时他们几乎都未在 岗。经济学家指出，发布10月就业数据可能相对容易一些——毕竟企业清楚自己雇用了或解雇了哪些员 工，并有相关记录可查，但如果10月根本没有开展价格调查，那么要重新构建一份CPI报告，将会极其 困难。分析师认为，白宫的这一声明真正提醒了市场：如果缺乏关键数据，美联储12月的政策决策将变 得极为复杂。政策制定者或许对就业形势的判断仍有信心，但对通胀走向的把握则明显不足。 新华财经北京10月24日电（王姝睿）美国9月CPI年率略有上升，但低于预期。分析称，本次通胀报告 料不会影响美联储10月降息决定。 9月CPI环比上涨0.3% 同比上涨3.0% 美国劳工统计局发布的报告显示，9月各类商品与服务价格涨幅低于预期。这份在政府停摆期间获准发 布的首份官方经济数据显示，整体CPI环比上涨0.3%，同比上涨3.0%，高于8月的2.9%，但低于市场预 期。剔除食品和能源的核心CPI环比上涨0.2%，同比上涨3.0%，也低于市场预期。分析师Jo ...

Group 1: Inflation and Economic Outlook - Goldman Sachs indicates that potential inflation in the U.S. remains relatively mild, although price pressures are expected to increase during the summer months, with July and August CPI reports being critical [1] - BlackRock notes that the U.S. CPI shows early signs of tariff-driven price increases, particularly in household appliances and entertainment products, suggesting that the full impact of tariffs has yet to materialize [1] - Bank of America reports that 38% of investors view a trade war-induced global recession as the biggest tail risk event, while 20% cite inflation hindering Fed rate cuts as the second-largest risk [3] Group 2: Investor Sentiment and Market Trends - Bank of America finds that 34% of investors believe shorting the dollar is currently the most crowded trade, marking a shift from previous preferences for gold [4] - A significant 59% of investors now believe a recession is unlikely, a notable change from 42% in April, with 65% expecting a soft landing for the economy [5] - Bank of America also reports a record increase in investor positions in euros, with a net 20% of investors overweight in euros, the highest since January 2005 [6] Group 3: Sector-Specific Insights - ING analysts expect the Eurozone economy to receive some support from a rebound in factory output, driven by preemptive stockpiling ahead of anticipated U.S. tariffs [7] - ING also warns that if France fails to implement spending cuts to reduce the budget deficit, the euro may face downward pressure [10] - Citic Securities highlights the investment value in the energy storage sector, driven by ongoing market reforms and the establishment of a capacity pricing mechanism [13]