Fed Governor Bowman to speak in 10 minutes.

Glenmede strategists Jason Pride and Michael Reynolds said this week's CPI may be the most important data the Fed sees before its October meeting; focus is on whether services inflation remains stubborn. Over the 12 months to August, services prices excluding energy rose 3.0% YoY, above the Fed's 2% target. They note the mix across subcomponents matters: a rising share of subcomponents above target could indicate price pressure is spreading beyond energy into broader areas.

据报道，由于CPI报告强劲，美联储加息概率激增。预测市场Kalshi显示，市场预计美联储10月加息25个基点的概率一度升至55%，此前仅为21%。这是数月来，加息概率首次超过维持利率不变的概率。