CPI excluding food and energy estimated rising 0.3%; up 3.1% year-on-year

Описание: Deep-Analysis (50 Sentences, phrased as questions):
Could the persistence of higher U.S. consumer prices in September 2025 largely stem from the gradual pass-through of tariffs into retail goods?
Why are tariff-sensitive goods like apparel, beef, and coffee being called out as key drivers of the price rise? (Investing.com)
How much of the recent CPI increase (estimated 0.4% month-over-month in September) is being attributed to the effect of these higher import duties? (Investing.com)
In what ways are businesses absorbing some of the cost burden rather than immediately passing it all to consumers? (Investing.com)
Could these companies be cutting back on hiring or drawing down inventories to offset the added tariff costs? (Investing.com)
Why has the pass-through of tariffs not been immediate or complete — what role do lag effects and sticky prices play? (federalreserve.gov)
To what extent could the previous buildup of inventory (pre-tariff stockpiling) be delaying the transmission of higher import costs to consumers? (news.quantosei.com)
How significant is the estimated share of tariff costs that U.S. consumers are already absorbing? (Investing.com)
What portion of the duties have firms taken on through margin compression instead of passing the full burden forward? (Investing.com)
Why do some economists forecast a “step-up” in tariff pass-through in the coming months, possibly reaching 60% of total tariff costs? (Investing.com)
How does that forecasted pass-through translate into core CPI inflation pressures? (Investing.com)
What does the Federal Reserve’s own research suggest about the size of the tariff pass-through? (federalreserve.gov)
According to Fed estimates, how much have recent tariffs contributed to core goods PCE inflation? (federalreserve.gov)
How much of that core goods PCE effect spills over into broader core PCE, given goods are only part of the index? (federalreserve.gov)
What do micro-data from the Atlanta Fed indicate about how tariffs affect various consumer purchases? (atlantafed.org)
Could an additional 10% tariff on Chinese imports and 25% tariffs on Canadian/Mexican imports raise consumer prices on everyday goods by 0.8 %–1.6 %? (atlantafed.org)
Why might pass-through be partial rather than full, even when tariffs are imposed broadly? (stlouisfed.org)
Do competitive pressures, the possibility that tariffs are temporary, or other strategic pricing decisions explain why firms don’t fully raise prices? (stlouisfed.org)
Could price adjustments be spread over time due to stickiness, causing a drawn-out inflationary effect rather than a one-off jump? (PIIE)
How do tariffs on intermediate goods (not just final products) amplify inflation over time via production cost channels? (PIIE)
What role do delays in price adjustment play in making tariff-induced inflation more persistent? (PIIE)
How do supply chain dynamics, such as delayed deliveries and higher freight risk, contribute to cost pressures beyond the tariff itself? (arxiv.org)
Might longer delivery times force firms to carry more inventory, thereby increasing costs and pushing up consumer prices? (arxiv.org)
Is there evidence that the increased uncertainty in global supply chains is itself inflationary, beyond the tariff tax? (arxiv.org)
Why have some exporters not fully cut their pre-tariff export prices to the U.S., according to recent data? (PIIE)
Could limited price cutting by exporters be because they want to protect their market share or margins? (PIIE)
How much of the tariff cost is being shared by U.S. importers, foreign exporters, and ultimately consumers, according to recent estimates? (Investing.com)
If U.S. consumers are absorbing a significant share, what does that imply for their purchasing power and cost of living?
Could weaker hiring or lower compensation growth in firms (trying to absorb tariff costs) hurt economic growth over time? (Investing.com)
Is the recent rise in gasoline and food prices adding to the inflation pressure alongside the tariff effects? (Investing.com)
Why are food items like beef and coffee especially flagged in the report — is it only tariffs, or also supply shocks (e.g., droughts)? (Investing.com)