👀👀👉Unexpected Disinflation in November Despite Shutdown Data Gaps
The November 2025 US CPI data signals cooling inflation across both headline and core measures, suggesting reduced price pressures in the economy. This deceleration, with headline CPI at 2.7% year-over-year (below expectations of 3.1%) and core at 2.6%, indicates disinflationary trends in goods and services, including shelter costs.
Lower inflation eases burdens on consumers and businesses, potentially supporting sustained spending despite a recent government shutdown distorting data collection. Energy prices rose but food cooled, pointing to mixed sector dynamics amid robust prior GDP growth.
The Federal Reserve may accelerate rate cuts if this trend persists, as evidenced by falling Treasury yields post-release, boosting odds of looser monetary policy. Overall, it reflects economic resilience rather than distress, though one month's data warrants caution amid holiday-season discounts.