分析师Ben Casselman表示，通胀走高叠加薪资增长放缓，意味着美国人每小时劳动的实际收入缩水。经通胀调整后的平均时薪9月环比下降0.5%，同比下滑0.7%。这是实际薪资连续第六个月同比走低。当前平均实际时薪，恰好回到美国总统特朗普第二次就职时的水平。也就是说，自他重返白宫以来，美国民众的实际薪资整体零增长。未剔除通胀因素的名义时薪，自2025年1月以来上涨5.5%；而同期物价涨幅为5.44%。

Economists polled by the Wall Street Journal expect US September CPI +0.6% MoM, +3.6% YoY; core CPI excluding food and energy forecast +0.2% MoM, +2.5% YoY. Tony Rodriguez, Nuveen head of fixed‑income strategy, said overall inflation will clearly rise driven by energy. "We have not yet seen this pressure transmit to core inflation, but the worry is that if this persists another two quarters it will begin to transmit to food and goods," he said. Rodriguez added that a 0.2% monthly rise in core CPI is not "large" but is enough to keep inflationary pressure alive and to continue to pressure the Fed to respond.

NVIDIA (NVDA.O) CEO Jensen Huang said he will cut ties with customers developing unsafe AI.