Market Flux Event
US September Export Prices Surge 2.2%, More Than Double Expectations
Read this in the Market Flux appThe Bureau of Labor Statistics reported that both US import and export prices climbed more than expected in September 2026. Export prices jumped 2.2% month-over-month, far exceeding the 0.9% consensus estimate, and rose 11.6% year-over-year against a prior reading of 9.5%. Import prices increased 1.1% month-over-month, topping the 1.0% estimate, though the year-over-year gain of 8.1% came in just under the 8.2% expectation.
Stripping out petroleum, import prices still rose a solid 0.8% for the month, above the 0.6% forecast, suggesting broad-based price pressure rather than energy-driven gains alone. The data points to persistent inflationary momentum in traded goods heading into the fourth quarter of 2026.
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Sources
- FinancialjuiceUS IMPORT PRICES MOM ACTUAL 1.1% (FORECAST 1%, PREVIOUS 0.7%) $MACRO
- C_Barraud🇺🇸 *US SEPT. IMPORT PRICES RISE 1.1% M/M; EST. +1.0% - BBG *US SEPT. EXPORT PRICES RISE 2.2% M/M; EST. +0.9%
- Seeking AlphaImport and export prices climb more than expected in September
- OpenOutcrierSEPT IMPORT PRICE INDEX M/M: 1.1% V 1.0%E; Y/Y: 8.1% V 8.2%E - Import Price Index (ex-petroleum) M/M: 0.8% v 0.6%e - Export Price Index M/M: 2.2% v 0.9%e; Y/Y: 11.6% v 9.5% prior
- LiveSquawkUS Import Price Index (M/M) Sep:1.1% (est 1.0%; prev 0.7%; prevR 0.5%) - Import Price Index Ex Petroleum (M/M): 0.8% (0.6% (prev 0.8%; prevR 0.5%) - Import Price Index (Y/Y): 8.1% (est 8.2%; prev 7.0%; prevR 6.7%) - Export Price Index (M/M): 2.2% (est 0.9%; prev 0.6%; prevR 1.2%) - Export Price Index (Y/Y): 11.6% (est 9.6%; prev 8.6%; prevR 9.3%)
- ZerohedgeUS import prices 1.1%, Exp. 1.0% US export prices 2.2%, Exp. 0.9%
- DeItaoneU.S. IMPORT AND EXPORT PRICES SURGE ABOVE EXPECTATIONS U.S. September trade inflation came in hotter than expected, signaling persistent price pressures. 🔸 Import prices: +1.1% (forecast +0.8%) 🔸 Export prices: +2.2% (forecast +1.0%) 🔸 Import prices YoY: +8.1% 🔸 Export prices YoY: +11.6% 🔸 Petroleum import prices: +4.6% The key takeaway: Rising energy costs and stronger-than-expected trade prices reinforce inflation concerns ahead of the Fed's October meeting. Source: U.S. Bureau of Labor Statistics
- MaceNewsMacroU.S. SEPT IMPORT PRICES +1.1% M/M (VS +0.6% EXPECTED) #useconomy #usdata #importprices #exportprices #inflation #trade