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What the Upcoming U.S. Inflation Data Could Reveal

When the delayed September inflation data is released, economists expect it to show that headline CPI rose to around 3.1% year-over-year, up from 2.9% in August.
October 21, 2025 by
What the Upcoming U.S. Inflation Data Could Reveal
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The core inflation rate (which excludes food and energy) is also projected to remain steady at 3.1%, signaling that price pressures are still sticky — especially in housing, healthcare, and services.

The data, originally delayed by the government shutdown, will now play a major role in shaping the Federal Reserve’s late-October meeting, where traders are already betting on a 0.25% rate cut, with another likely in December.

Analysts say the report will offer a clearer picture of how the Trump administration’s trade policies have filtered into consumer prices amid an uncertain economic outlook.

Until then, markets are in a holding pattern — with many investors saying they’re “flying blind” without official data releases.