Disinflation Gains a Second Wind, Supporting Economic Momentum

U.S. economic data released on January 14, 2026, shows encouraging signs that disinflation — the slowing of inflation — is strengthening again, in line with previous forecasts. December’s Consumer Price Index (CPI) report revealed that core inflation — which excludes volatile food and energy prices — held steady at 2.6%, marking its lowest level in four years. This reflects continued easing price pressures despite ongoing debates about how shelter costs are measured in official statistics. Notably, rents fell by 1.3% year‑over‑year, a drop attributed to increased multifamily housing supply and shifts in immigration patterns, challenging traditional inflation models on housing costs. Real wages also improved, with inflation‑adjusted weekly take‑home pay rising 1.1% compared with last year. This combination of slowing price growth and rising real incomes may help sustain consumer spending and broader economic growth. Meanwhile, stock market financials saw some weakness as major banks like JPMorgan led declines following mixed earnings results, including weaker investment banking fees and scrutiny over credit card swipe fee regulation. #Disinflation #CoreCPI #EconomicOutlook #MarketTrends #SlimScan #GrowthStocks #CANSLIM