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U.S. Inflation Slows to 2.4% in January as Energy Costs Drop

Markets lean toward a June Fed rate cut after Powell's May departure.

Overview

  • Consumer prices rose 0.2% on the month, bringing the annual rate down to 2.4% from 2.7% in December and coming in below expectations.
  • Core inflation eased to 2.5% year over year, according to the Bureau of Labor Statistics.
  • Housing was the largest contributor in January, food prices ticked higher, and energy fell 1.5%.
  • President Donald Trump publicly celebrated the softer reading, calling inflation back on track.
  • Economists warn tariffs could lift prices later in 2026, and markets see the Fed holding rates in March with roughly an 83% chance of a June cut.