September's Consumer Price Index landed Wednesday morning, and the part that mattered was not the headline. Prices rose 0.6% on the month, matching expectations, and 3.7% from a year ago against a 3.6% forecast — an acceleration from August's 3.4%. With Brent crude above $106 and gasoline running far above year-ago levels in the latest data, a hot headline was the easy call. Core is where the report became uncomfortable. Stripping out food and energy, prices rose 0.3% on the month against a 0.2% consensus a ...

文章核心观点 - 美国9月CPI通胀加速，消费者价格涨幅因能源价格高企而呈上升趋势 [1] - 9月CPI环比上涨0.6%，同比上涨3.7% [1] - 月度数据与经济学家预期一致，但年度数据高于预期 [2] 通胀数据详情 - 9月CPI环比涨幅为0.6%，高于8月的0.4% [1][2] - 9月CPI同比涨幅为3.7%，高于8月的3.4% [1][2] - 年度数据高于LSEG调查经济学家预期的3.6% [2] 核心价格数据 - 剔除汽油和食品杂货等波动性指标的核心价格环比上涨0.3% [3] - 核心价格同比上涨2.6% [3] - 核心价格环比和同比数据均高于LSEG调查经济学家的预期，预期分别为环比上涨0.2%和同比上涨2.5% [3]