中信证券研报称美国9月CPI低于预期进口敏感型消费品价格温和上涨但服务通胀再度降温整体通胀形势保持平稳。如果美国联邦政府关门持续则劳工统计局可能错过10月物价数据的采样窗口期但无论下份CPI报告能否按时发布目前美国通胀温和而就业走弱的环境应会强化美联储继续降息的预期下周美联储议息会议的基调可能会偏鸽一些我们仍预计美联储年内将再降息两次各25bps。
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