9月,欧元区年度通胀率升至3.8%,超出市场预期,并触及2023年9月以来的最高水平。
Annual inflation in the euro zone rose to 3.8% in September, beating market expectations to hit its highest level since September 2023.
上个月的数据高于8月记录的3.2%,不仅超过市场预测的3.6%,也远高于欧洲央行2%的目标水平。核心通胀率为2.5%,符合预期。
Last month's print is up from the 3.2% recorded in August, above the 3.6% forecast by markets and well ahead of the European Central Bank's 2% target. Core inflation came in at 2.5%, in line with expectations.
随着中东冲突持续推高价格,能源通胀率升至18.8%,创2023年1月以来最高水平。
Energy inflation reached its highest level since January 2023, at 18.8%, as the ongoing Middle East conflict continues to drive prices higher.
Validus风险管理公司全球资本市场分析师哈里·伍尔曼表示,尽管能源仍是主要驱动因素,但9月通胀率的跳升表明,眼下“这已不仅仅是能源问题”,因此10月29日举行的下一次欧洲央行会议至关重要。
Harry Woolman, global capital markets analyst at Validus Risk Management, said that while energy remains the main driver, September's jump suggests it is now "more than an energy story" —making the next ECB meeting on Oct. 29 critical.
伍尔曼说:“近几天,市场已经下调了对连续加息的预期,此前拉加德行长暗示,债券收益率上升正在某种程度上替代欧洲央行实施部分紧缩。今天公布的通胀数据使这一说法更难成立。”
"Markets had pared back expectations of consecutive rate rises in recent days, after President Lagarde suggested that higher bond yields were doing some of the tightening for the ECB. Today's inflation reading makes that argument harder to sustain," Woolman said.
“一个吸取了2022年经验的央行,不会愿意等到第二轮效应根深蒂固后才采取行动。”请在Google上将CNBC新闻源,绝不错过商业新闻界最受信赖品牌的每一则报道。
"A central bank mindful of the experience of 2022 will not want to wait for second-round effects to become entrenched before acting." Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.