DXY extended intraday gains to 0.50%, trading at 102.71.

由於數據前市場已經計價利率走高一段時間，對美聯儲12月加息的預期概率已經逼近90%，因此此次CPI數據推動市場預期進一步鷹派化的門檻比上一次要更高，重點放在了核心通脹數據上。 此次美國9月通脹數據表現均超預期，其中核心月率增速與前一月持平。住房服務連續第二個月上升，值得關注的是核心交通運輸服務和醫療保健服務增速雙雙上升，這兩項與美聯儲關注的PCE超級核心通脹數據關聯度最高。

U.S. CPI topped expectations, lifting the dollar and prompting traders to increase bets on further Fed hikes. The Bloomberg dollar spot index jumped, breaching last November’s high and rising as much as 0.4% intraday to its strongest level since May 2025. BLS data showed U.S. consumer prices posted their largest gain in five months, led by higher fuel costs. Monex FX trader Andrew Hazlett said the stronger-than-expected CPI has pushed market pricing toward additional Fed tightening. Through the four weeks to Oct. 9 the dollar is up nearly 3%, its longest consecutive advance since early 2025; markets now price cumulative further Fed hikes of more than 90 bps.