Topic

US inflation eases, Treasuries fall

5h

U.S. consumer prices eased to 2.4% year‑on‑year in January, the Bureau of Labor Statistics reported, easing inflation pressures and sending Treasury yields lower.

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Instantaneous PCE defl inflation per @janeeckhout.bsky.social (a=4, T=12) above 2%, and nowcasted rising in December #EconSky @clevelandfed.bsky.social
econbrowser.com/archives/202...
February 13, 2026 at 9:01 PM
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Trump's war on the Big Mac: CPI growth relative to 2025M01 in headline, CPI-ex shelter, CPI-electricity, "groceries"
econbrowser.com/archives/202...
February 13, 2026 at 7:39 PM
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Monetary policy shocks are responsible for higher exchange rate pass-through which can be reduced by a more flexible exchange rate regime or a credible commitment to an inflation target. doi.org/10.1016/j.jimonfin....
February 13, 2026 at 7:00 PM

Reposted by Claudia Sahm

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Reposted by Adam S. Posen

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Ahead of tomorrow's release of US CPI inflation, expectations point toward a moderation in January’s monthly headline inflation but a pickup in core inflation (WSJ table below).
What is virtually guaranteed is that these first 2026 inflation numbers will be part of a bigger set of data confirming...
February 12, 2026 at 5:09 PM
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Tomorrow is CPI for January. It's a month that has burned us repeatedly -- core CPI inflation tends to pick up in January.

Consensus forecast has a pickup *but* we do not have a clear sense of the inflation late last year. No monthly inflation estimates in Oct. or Nov. due to govt shutdown.
February 12, 2026 at 10:17 PM
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My gut is that core goods inflation could be the surprise heat this year, reflecting more of a tariff pass through. I would take the over on consensus, but I do not have strong convictions. The CPI data have been disrupted and are noisier than usual.
February 12, 2026 at 11:17 PM
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How can the Turkish central bank reduce inflation? The answer is in this publication: doi.org/10.1016/j.qref.2022...
February 12, 2026 at 1:00 PM
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The IMF's Global Energy Price index for the month of Jan 2026 came in at 153.66, which is an incease of 4.28%, relative to the prior month #energy #commodities #econsky
February 12, 2026 at 9:52 PM

Reposted by Iikka Korhonen

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Die durchschnittlichen #Inflationserwartungen der #Privatpersonen in #Deutschland für die kommenden zwölf Monate blieben im Januar 2026 mit 2,9 Prozent auf dem Niveau der beiden Vormonate.

Mehr dazu 👉 www.bundesbank.de/content/849084
February 13, 2026 at 10:39 AM

Reposted by Claudia Sahm

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