Gold prices slipped in early trading on a firmer dollar, but remain on track for a weekly gain after a lower-than-expected U.S. inflation print reinforced expectations of further rate cuts.New York futures fell 0.2% to $4,355.70 a troy ounce, though they are up 0.6% on the week. The U.S. dollar index rose 0.2% to 98.64."Traders are now assigning a roughly 25% chance of a reduction in January and almost fully pricing one by April," ANZ analysts said. ...

Data collection issues skewed the latest Consumer Price Index report, economists warned, clouding the picture for the Federal Reserve as it also grapples with a cooling labor market. ...

Global markets were mostly higher, with the execption of Japan, ahead of the U.S. personal consumption expenditures price index, the Fed's preferred measure of inflation. ...

通胀数据 - 美国9月整体通胀年率从8月的29%上升至30% 低于华尔街日报调查经济学家预期的31% [2] - 美国9月核心通胀年率从8月的31%意外放缓至30% 而市场预期为维持不变 [2] 市场反应与预期 - 美元因低于预期的通胀数据而走低 [1] - 通胀数据巩固了市场对美联储将在周三再次降息25个基点的预期 [2] - 市场定价显示美联储降息概率从数据公布前的94%升至99% [2] - 道琼斯工业平均指数在CPI通胀报告后突破47000点 [1]

美国通胀数据 - 9月份美国通胀数据预计较上月有所上升 [1]

核心观点 - 美国延迟发布的通胀数据将于本周公布 该数据将吸引投资者关注 因其可能为未来降息可能性提供证据 [1]

文章核心观点 - 道明证券策略师认为 美国CPI通胀报告比欧洲央行利率决议对欧元兑美元汇率的影响更大 [1] - 策略师对强劲通胀报告可能带来的美元走强持谨慎态度 [2] 宏观经济事件与预期 - 欧洲央行预计将维持存款利率在2%不变 符合市场普遍预期 [2] - 欧洲央行可能表示美欧贸易协定后不确定性降低 但未来决策仍将采取逐次会议和数据依赖的方式 [2] 市场数据与表现 - 美国CPI报告将于美国东部时间8:30公布 欧洲央行决议将于美国东部时间8:15公布 [1] - 欧元兑美元汇率持平于1.1692 [2]