美国9月核心CPI三个月年化变化升至3.41%，前值为1.97%
美国9月核心CPI三个月年化变化升至3.41%，前值为1.97%。原文附有链接：https://t.co/o5ulkFrjyu
#宏观/数据
X（推特）上的财经、科技与宏观账号
X·grokAI 评分5959 X·grokAI 评分5656 美国9月CPI环比上涨0.6%，核心CPI环比上涨0.3%
美国9月CPI环比上涨0.6%，符合0.6%的预期，高于前值0.4%。核心CPI环比上涨0.3%，高于0.2%的预期，与前值0.3%持平。https://t.co/NyNjPLkhu9
X·grokAI 评分6565 美国9月核心CPI环比上涨0.33%，三个月年化率升至3.4%
美国9月核心CPI环比上涨0.33%，比多数预测者预期高约0.1个百分点。三个月年化率从8月的2%升至3.4%。原文链接：https://x.com/NickTimiraos/status/2110348680968761383
X·grokAI 评分5757 美国9月CPI同比上涨3.7%，核心CPI同比上涨2.6%
美国9月CPI同比上涨3.7%，高于预期的3.6%和前值3.4%；核心CPI同比上涨2.6%，高于预期的2.5%和前值2.4%。原文链接：https://t.co/zVTvHiXL1w
X·grokAI 评分3838 9 月所有雇员实际平均时薪下降 0.5% #BLSData
9 月所有雇员实际平均时薪下降 0.5% #BLSData https://t.co/A3dKFuBmXN 原文： Real average hourly earnings for all employees decrease 0.5% in September #BLSData https://t.co/A3dKFuBmXN
X·grokAI 评分4848 BLSData：9月所有雇员实际平均时薪下降0.5%
9月所有雇员实际平均时薪下降0.5%。
X·宏观AI 评分3535 October rate hike odds jumped significantly (nearly doubling from yesterday) post-CPI print this…
October rate hike odds jumped significantly (nearly doubling from yesterday) post-CPI print this morning @CMEGroup https://t.co/a6mI95pgxH
X·宏观AI 评分2222 更正一下，明天美东晚上11：30，沃什在泰国有个采访
更正一下，明天美东晚上11：30，沃什在泰国有个采访
X·宏观AI 评分5151 投资TALK君谈9月核心数据环比及分项变化
投资TALK君称，9月核心环比为0.33%，高于预期的0.22%。房租环比0.4%，交通幅度0.6%，作者将交通变化归因于高油价；二手车价格环比0.7%。
X·宏观AI 评分5454 Gregory Daco称美国短期通胀数据显现通胀压力
Gregory Daco表示，美国短期通胀数据显现通胀压力。总体CPI的12个月、6个月和3个月读数分别为3.7%、3.7%和4.6%；核心CPI对应读数分别为2.6%、2.9%和3.4%。原文附有图表链接 https://t.co/K1rRIMUxwO。
X·宏观AI 评分7272 9月CPI同比高于预期，核心CPI同比和环比均高于预期
9月广义CPI同比高于预期，核心CPI同比和环比均高于预期。作者提及Truflation实时通胀数据趋势较五六月份走高，并列出油轮遇袭、胡塞与沙特交火及油价波动作为此前讨论的背景。
X·宏观AI 评分1212 Indeed
Indeed 引用 @Claudia_Sahm：@conorsen I don’t think macro has been boring. Plenty to argue about. The problem is the algorithm on here, which makes a serious conversation nearly impossible.
X·宏观AI 评分1717 Today is another good example... shift up across the curve largely driven by higher short-end rate…
Today is another good example... shift up across the curve largely driven by higher short-end rate expectations, not some ambiguous "buyers strike" at the long-end. https://t.co/hr2vslPcFm
X·宏观AI 评分5656 核心商品价格涨幅创2025年1月以来新高，核心服务涨幅创5个月新高
核心商品价格出现2025年1月以来最大涨幅，汽车价格、男装、玩具和电脑是列出的项目。核心服务价格涨幅达到5个月来最大，涉及酒店、医院和养老院、汽车租赁、机票、学费、城内交通及体育赛事。原文链接：https://t.co/DcuKVvsYl4
X·宏观AI 评分5151 美国9月CPI环比上涨0.6%，核心CPI环比上涨0.3%
美国9月CPI环比上涨0.6%，核心CPI环比上涨0.3%。食品价格环比持平，能源价格上涨5.2%；核心商品上涨0.3%，核心服务上涨0.4%。住房上涨0.4%、酒店上涨2.3%、机票上涨1.2%，汽车租赁上涨5.4%。
X·宏观AI 评分5353 9月核心CPI不及预期，核心商品月涨0.25%、住房月涨0.39%
9月核心CPI不及预期，涨幅较8月的超预期表现覆盖面更广。核心商品月涨0.25%，为一年来最大月度涨幅；住房月涨0.39%。核心服务（不含住房）的数据见原文链接：https://t.co/Xbgd7iTZGb
X·宏观AI 评分1616 Toy prices saw their biggest year/year gain since the late 1980s rising over 6% ... just in time…
Toy prices saw their biggest year/year gain since the late 1980s rising over 6% ... just in time for the holidays https://t.co/W9j9MOD8T1
X·宏观AI 评分2020 Retirees will get a raise in 2027 … social security benefits are set to increase by 3.6%, marking…
Retirees will get a raise in 2027 … social security benefits are set to increase by 3.6%, marking the largest cost of living adjustment since 2023 https://t.co/rL8lJm1zPF
X·宏观AI 评分5353 Rory Johnston发布10月OPEC+数据简报，估算中东停产400万至600万桶/日
Rory Johnston发布面向订阅用户的10月OPEC+数据简报，更新了中东隐含停产跟踪，当前估算停产规模为400万至600万桶/日，背景是最新霍尔木兹海峡运输回落。推文称，伊朗战争以来累计供应损失超过23亿桶。原文链接：https://x.com/Rory_Johnston/status/2110383718817026345
X·宏观AI 评分3939 Coreweave $CRWV 32年到期的Senior unsecured note, 15%的Yield，价格79，市场慌了。
Coreweave $CRWV 32年到期的Senior unsecured note, 15%的Yield，价格79，市场慌了。 不在币圈可能不知道，3个月前MSTR的STRC卖71.9，什么负面螺旋的FUD铺天盖地，今天轮到了Coreweave，没有AI需求的风险，但钱贵了，信用风险上升，合理
X·宏观AI 评分1515 No hike in October
No hike in October 引用 @AnnaEconomist：This is the diffusion of CPI inflation, measured similarly to Kevin Warsh's preferred PCE inflation diffusion metric. It's down. our full reaction @TheTerminal https://t.co/WGPEXDyOy6 https://t.co/FcbBk7d2GU
X·宏观AI 评分2828 Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026…
Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026 #BLSData https://t.co/KzEc1gKj7G https://t.co/WFrLoD4pj7
X·宏观AI 评分3535 MIDDLE EAST OIL FLOWS: Despite a wave of Iranian attacks since the beginning of October, total…
MIDDLE EAST OIL FLOWS: Despite a wave of Iranian attacks since the beginning of October, total Middle Eastern crude oil flows (ex-Iran) remain resilient. Flows are becoming, however, lumpier (days of multiple tanker crossings followed by days of very few tankers). Overall, https://t.co/rOLBTPsrzU
X·宏观AI 评分4646 高芯片价格推高贸易额，但对中国芯片贸易冲击大致中性
高芯片价格是重要因素，但对中国的影响较小：芯片出口与进口同步增长，芯片价格冲击大致中性。剔除黄金并假设9月数据与8月持平后，中国过去12个月的贸易顺差接近1.5万亿美元。
X·宏观AI 评分5454 中、韩、台9月贸易顺差合计达2000亿美元
Brad Setser称，中国、韩国和台湾9月贸易顺差合计为2000亿美元，按年化口径为2.4万亿美元。原文附有链接：https://t.co/HD29F0mdaY
X·宏观AI 评分4949 9月核心CPI环比上涨0.33%，12个月涨幅为2.6%
9月核心CPI环比上涨0.33%，中位数CPI环比上涨0.23%，年化为2.8%，两者12个月涨幅均为2.6%。截尾均值CPI上涨0.29%，年化为3.5%，12个月涨幅为2.7%。
X·宏观AI 评分2626 Wednesday’s unexpectedly firm inflation report raised the stakes for Fed Chairman Kevin Warsh’s…
Wednesday’s unexpectedly firm inflation report raised the stakes for Fed Chairman Kevin Warsh’s appearance at the IMF meetings in Bangkok, the last scheduled remarks by a Fed official before policymakers go quiet ahead of their Oct. 27-28 meeting https://t.co/Av5iYVsyTQ
X·宏观AI 评分99 Mark your calendars! The 2027 economic release schedule is now available. Check out what’s coming at
Mark your calendars! The 2027 economic release schedule is now available. Check out what’s coming at https://t.co/dg4RLWgElx https://t.co/H8r3JmDNJM
X·宏观AI 评分99 The 12 Reserve Banks represent different geographic regions, or districts, and provide a wealth of…
The 12 Reserve Banks represent different geographic regions, or districts, and provide a wealth of information on conditions across the nation. Learn more about the Reserve Banks’ role as a key entity of the Federal Reserve System (2/2): https://t.co/ud2DXgodYk
X·宏观AI 评分2525 Read about economic conditions in Reserve Bank Districts in the #BeigeBook (1/2):
Read about economic conditions in Reserve Bank Districts in the #BeigeBook (1/2): https://t.co/e3QNq5khGx https://t.co/h5Ggesah9b
X·宏观AI 评分6060 El-Erian谈美国CPI超预期公布后的美债收益率与10月加息概率变化
美国CPI高于预期后，美债收益率一度上升，市场对美联储10月加息的概率也随之提高；两项变化在交易时段内均有所回落。原文提到总体通胀上涨0.6%，未注明比较口径。
X·宏观AI 评分3131 Appreciation this year just reverses the CNY's nominal fall v the euro in the first half of 25.…
Appreciation this year just reverses the CNY's nominal fall v the euro in the first half of 25. Currency moves have an impact only after a lag -- but there there also won't likely be much of an impact until the nominal CNY is above its 23/4 levels https://t.co/VLrHrSMAZ5 引用 @BaldingsWorld：Funny ho
X·宏观AI 评分3333 "Firms in several Districts cited persistent uncertainty around energy and tariffs and expect that…
"Firms in several Districts cited persistent uncertainty around energy and tariffs and expect that prices will increase further in the coming months, as existing contracts expire, and firms must renegotiate hedge contracts for their own inputs and/or delivery contracts to their 引用 @federalreserve：R
X·宏观AI 评分1818 Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026…
Nonfarm payroll employment increased in 9 metropolitan areas over the year ending August 2026 #BLSData https://t.co/KzEc1gJLi8 https://t.co/ZFPifcKRbl
X·宏观AI 评分1919 Quits rate 3.5 percent in accommodation and food services, August 2026 #BLSdata
Quits rate 3.5 percent in accommodation and food services, August 2026 https://t.co/XEUB0FZns5 #BLSdata https://t.co/AHazqaTfh0
X·grokAI 评分4040 NFIB：9月小企业信心走弱，业主对未来经营改善和扩张时机的看法转弱
NFIB数据显示，9月小企业信心走弱。预期未来六个月经营状况改善的业主减少，认为当下是扩张好时机的业主也减少。
X·grokAI 评分5050 NFIB数据显示9月小企业主贷款利率上升报告占比增加4个百分点
NFIB数据显示，9月报告最近一笔贷款支付了更高利率的小企业主占比上升4个百分点，达到一年多来的最高水平。短期贷款平均利率为8.2%，逐渐接近8.3%的历史均值。
X·grokAI 评分1616 （皮尤研究中心）的最新民调进一步表明，家庭必需品的成本——包括汽油、食品和住房——仍是大多数美国人最关心的问题，而关心股市表现的人不到四分之一
@pewresearch（皮尤研究中心）的最新民调进一步表明，家庭必需品的成本——包括汽油、食品和住房——仍是大多数美国人最关心的问题，而关心股市表现的人不到四分之一 https://t.co/JSEDL1wqmg 原文： A recent poll from @pewresearch reinforces that the cost of household essentials—including gas, food, and housing—remains top of mind for most Americans, while fewer than a quarter are co
X·grokAI 评分3232 9 月成屋销售同比下降 2.2%，较 8 月 2.5% 的降幅略有改善，但连续第二个月处于负值区间
9 月成屋销售同比下降 2.2%，较 8 月 2.5% 的降幅略有改善，但连续第二个月处于负值区间 https://t.co/55qIo2PGfM 原文： September existing home sales fell 2.2% year/year, a slight improvement from August’s 2.5% decline, but remaining in negative territory for a second consecutive month https://t.co/55qIo2PGfM
X·grokAI 评分2323 9 月 （美国全国房地产经纪人协会）住房可负担性指数同比下降 1.2%，并自 2025 年 1 月以来首次滑入负值区间……可负担性在东北部（-4.5%）、中西部（-3.1%）、南部（-0.4%）下降…
9 月 @Nardotrealtor（美国全国房地产经纪人协会）住房可负担性指数同比下降 1.2%，并自 2025 年 1 月以来首次滑入负值区间……可负担性在东北部（-4.5%）、中西部（-3.1%）、南部（-0.4%）下降，但在西部有所改善（+1.0%） https://t.co/Y37Diq4E2Q 原文： September @Nardotrealtor Housing Affordability Index fell 1.2% from year earlier and slipped into negative territory for first time since Jan