由于数据前市场已经计价利率走高一段时间，对美联储12月加息的预期概率已经逼近90%，因此此次CPI数据推动市场预期进一步鹰派化的门槛比上一次要更高，重点放在了核心通胀数据上。 此次美国9月通胀数据表现均超预期，其中核心月率增速与前一月持平。住房服务连续第二个月上升，值得关注的是核心交通运输服务和医疗保健服务增速双双上升，这两项与美联储关注的PCE超级核心通胀数据关联度最高。

JP Morgan analysts say Dutch semiconductor-equipment maker ASML reported a strong Q3 gross margin of 57.5%, above consensus near 56% and above the company guide of 55–57%. Analysts attribute the outperformance mainly to higher-margin revenue from maintenance, retrofit and upgrade services on already-sold lithography tools as customers continue to service and boost existing equipment. ASML sees Q4 gross margin around 57%, roughly 60bps above consensus at 56.4%. JP Morgan notes maintenance and upgrade demand should remain an important margin support as chipmakers optimize existing fabs and raise utilization of advanced-process tools.

美联储威廉姆斯：9月加息的理由“始于风险管理”。