September CPI should be in line, and last month’s Fed rate hike may be the only one this cycle - Natixis

Kitco10-09

(Kitco News) – Next Wednesday’s September CPI report will likely be in line with expectations, with the hotter August print an outlier, and the Federal Reserve may have already delivered the only hike...

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Natixis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-09 18:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.kitco.com/news/article/2026-10-09/september-cpi-should-be-line-and-last-months-fed-rate-hike-may-be-only-one><strong>Kitco</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Kitco News) – Next Wednesday’s September CPI report will likely be in line with expectations, with the hotter August print an outlier, and the Federal Reserve may have already delivered the only hike...</p>\n\n<a href=\"https://www.kitco.com/news/article/2026-10-09/september-cpi-should-be-line-and-last-months-fed-rate-hike-may-be-only-one\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FAZ","symbol_name":"三倍做空金融ETF-Direxion","start_time":0,"source_url":"https://www.kitco.com/news/article/2026-10-09/september-cpi-should-be-line-and-last-months-fed-rate-hike-may-be-only-one","article_id":"2674699598","we_media_id":null,"thumbnails":[],"rights":{"source":"kitco_highlight","url":"https://www.kitco.com/news/article/2026-10-09/september-cpi-should-be-line-and-last-months-fed-rate-hike-may-be-only-one","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2674699598","pubTimestamp":1791542760,"columns":[],"sourceInfo":{"source_id":"kitco_highlight","name":"Kitco"},"weMediaInfo":null,"summary":"(Kitco News) – Next Wednesday’s September CPI report will likely be in line with expectations, with the hotter August print an outlier, and the Federal Reserve may have already delivered the only hike","collect":0,"end_time":0,"defaultTopTitle":"kitco.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"FAZ":"三倍做空金融ETF-Direxion","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","TMF":"3倍做多20年期以上国债ETF-Direxion","VCSH":"美国短期公司债-Vanguard","SCHO":"嘉信短期美国国债ETF","GBIL":"Goldman Sachs Access Treasury 0-1 Year ETF","UBT":"债券20+美国债-ProShares两倍做多","MUB":"美国市政债ETF-iShares","VGSH":"美国短期国债ETF-Vanguard","TIP":"通胀债券指数ETF-iShares Barclays","UUP":"美元ETF-PowerShares DB","MYCN":"SPDR SSGA My2034 Corporate Bond ETF","ZROZ":"PIMCO 25+ Year Zero Coupon U.S","VCIT":"美国中期公司债-Vanguard","AGZD":"WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund","TYO":"3倍做空7-10年期国债ETF-Direxion","BOND":"Pimco Total Return ETF","VGIT":"中期国债ETF-Vanguard","QSWN":"Amplify BlackSwan Growth & Treasury Core ETF","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","TBIL":"US Treasury 3 Month Bill ETF","JUCY":"Aptus Enhanced Yield ETF","IBTJ":"iShares iBonds Dec 2029 Term Treasury ETF","HYG":"债券指数ETF-iShares iBoxx高收益公司债","DBND":"DoubleLine Opportunistic Bond ETF","PBDC":"Putnam Bdc Income ETF","LIAJ":"LifeX 2053 Inflation-Protected Longevity Income ETF","IEI":"iShares Barclays 3-7 Year Trea","VGLT":"美国长期国债ETF-Vanguard","TLH":"iShares安硕10-20年国债ETF","AGG":"债券指数ETF-iShares Barclays综合国债","GOVT":"iShares安硕核心美国国债ETF","SHV":"iShares 0-1 Year Treasury Bond ETF","BIL":"债券指数ETF-SPDR Barclays美国1-3月国债","KBE":"银行指数ETF-SPDR KBW","EDV":"美国延期国债ETF-Vanguard","GOLY":"Strategy Shares Gold Enhanced Yield ETF","BND":"债券指数ETF-Vanguard美国","SHY":"债券指数ETF-iShares Barclays 1-3年国债","UDN":"做空美元指数-PowerShares","BIV":"美国中期债券ETF-Vanguard","LQD":"债券指数ETF-iShares iBoxx投资级公司债","BSV":"短期国债指数ETF-Vanguard","NGHT":"Nicholas Bitcoin and Treasuries AfterDark ETF","JPST":"JPMorgan Ultra-Short Income ETF","USHY":"iShares Broad USD High Yield Corporate Bond ETF","BUCK":"Simplify Treasury Option Income ETF","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","TBT":"债券20+美国债指数ETF-ProShares两倍做空","SKRE":"TUTTLE CAPITAL DAILY 2X INVERSE REGIONAL BANKS ETF"},"translate_title":"9 月份 CPI 应该会保持一致，上个月的美联储加息可能是本周期唯一一次 - 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Breadth is a useful gauge for monetary policymakers,” they added. “It can help distinguish if price pressures are concentrated in just a few areas, whether or not those areas can be addressed with monetary policy, and if those pressures are bleeding into the broader inflation complex.”“As we can see from the above chart, the trajectory of inflation breadth was improving until the second half of 2025 when the effects of the ‘Liberation Day’ tariffs began to take effect,” they said. “Another supply-induced bump to price levels was to be expected from the energy shock following the commencement of the Iran War.”Turning to the near-term implications for Federal Reserve monetary policy, Hodge and Aker wrote that August’s downbeat CPI report didn’t dent their optimism about the inflation trajectory, and they continue to expect inflation to decline over the coming quarters.“With the Fed, in our view, disproportionately calibrating its reaction function based on incoming data, subsequent inflation prints will be its lodestar,” they said. “Because we think those data will be encouraging, it is quite possible that September was the lone hike of the cycle. That would be unusual, though. Usually when the Fed feels the need to hike rates, they will typically do it multiple times to really tamp down price pressures. But this is not a typical cycle. The broader trajectory of inflation is still intact, it’s just that the process is not happening fast enough and therefore the Fed feels that a nudge — via just one adjustment higher to the policy rate — could be helpful.”Hodge and Aker expect the Fed to hold rates unchanged at the late October meeting, “as will it allow time to further assess economic variables by the December meeting, as well as avoid the political fallout from hiking just before mid-term elections in early November.”“The Fed, in our view, will remain fixated on incoming data prints though and as the last CPI report shows us, month-to-month data can be noisy and it is difficult to string together a series of better prints,” they concluded. “For that reason, we will pencil in another hike in December or January as well as a tweak to the policy rate may be all that the policymakers think is needed to nudge inflation lower.”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2674699598","isCrawlerRequest":true}