English Title:
Gas Prices Jumped 9.1% in 1 Month, and CPI Inflation Hit 3.7%. Here’s What It Means for Consumer Stocks.

中文标题：
天然气价格在1个月内跃升9.1%,消费物价指数通胀率达到3.7%。 以下是消费者股票的意义.

English Content:
Inflation data continues to move month to month with no rhyme or reason. After a soft inflation report in August, the September Consumer Price Index (CPI) reading came in hot again this morning, Oct. 14. The CPI rose 0.6% seasonally adjusted in September and was 3.7% higher year over year. Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue » The monthly increase was in line with economists' expectations, while the headline number came in 0.1% higher than expected. Gasoline prices rocketed over 9% higher in the month, accounting for roughly half the headline CPI's gain. Stripping out more volatile food and energy prices, core CPI rose 0.3% in September and 2.6% year over year, each 0.1% higher than economists expected. Image source: Getty Images. How it impacts consumer stocks Generally speaking, higher inflation and gas prices hurt consumer stocks from an operational perspective. Transporting consumer goods from suppliers to stores becomes more expensive due to higher gasoline prices, a cost that can be passed on to consumers. Consumers also feel the pinch as they pay more for gas and most other items, squeezing their budgets and reducing their purchasing power. While a 0.6% monthly increase is a big jump, it was largely expected due to higher oil prices in September amid escalating tensions between the U.S. and Iran. But the surprise came in core inflation, which removes energy and food prices. "CPI came in hot and it wasn't just fuel prices, as core inflation ran at a 3.7% annualized pace in September and 3.2% over three years," the Carson Group's Chief Macro Strategist Sonu Varghese said, according to CNBC. "The only surprise is that investors keep getting surprised by broad-based inflation. And we've yet to see the full impact of higher diesel prices and the AI boom." US Core Consumer Price Index MoM data by YCharts Despite operational struggles and potential margin pressure, consumer staple stocks can actually outperform when inflation is rising. That's because economic pressure can lead investors to worry about a potential recession. People are unlikely to cut many consumer staples, such as food and toiletries, from their budgets unless they simply can't afford them, since these are necessities. The State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) had risen nearly 1.2%, as of 11:56 a.m. ET and is nearly 9.7% higher year-to-date, as some investors have rotated into these safer stocks.

中文正文：
通货膨胀数据继续逐月移动,没有韵律或理由. 9月消费物价指数(CPI)读数在8月的软通胀报告后, 9月,按季节调整的消费物价指数上升0.6%,比年增长3.7%。 错过AI的"第一幕"? 第2幕 可能是14x大号 大多数投资者认为他们错过了AI船,因为他们在2005年没有买下Nvidia. 但据分析家说,我们只是处于"第1号法案"的结尾——研发阶段. "第2幕"是全球首播. 继续 月增长符合经济学家的期望,而标题数字比预期高0.1%。 汽油价格在当月涨幅超过9%,约占头条消费物价指数收益的一半. 核心消费物价指数在9月上升了0.3%,每年上升2.6%,比经济学家预期的高出0.1%。 图片来源:葛蒂图像. 一般而言,从业务角度看,通货膨胀和天然气价格的上升会损害消费存量。 由于汽油价格上涨,将消费品从供应商运往商店的费用变得更加昂贵, 成本可以转移给消费者。 消费者也感受到了这种压力,因为他们为天然气和大多数其他物品付出了更多的费用,挤压了预算,降低了购买力。 虽然每月增长0.6%是一个大跃进,但主要由于美国和伊朗之间的紧张局势不断升级,油价在9月份上涨,因此预计会大幅上升。 但令人惊讶的是核心通货膨胀,它取消了能源和粮食价格。 卡森集团的Macro Strategyist Sonu Varghese说, CNBC认为, "唯一令人惊讶的是投资者不断对基础广泛的通货膨胀感到惊讶. 而我们还没有看到柴油价格上涨和AI繁荣的全面影响". 美国消费物价指数核心指数(MoM)数据由YCharts提供, 这是因为经济压力会导致投资者担心潜在的衰退. 人们不可能从他们的预算中削减许多消费主食,如食品和厕所,除非他们根本不能这样做 因为他们是必需的。 州街消费 Staples 选择部门 SPDR ETF(NYSEMKT:XLP)已经上升了近1.2%,截至早上11:56 ET,并且由于一些投资者已经轮换到这些更安全的股票,至今已经提高了近9.7%.