#CPIWatch The U.S. Core CPI for November 2025 came in at 2.6% year-over-year, significantly below the 3.1% consensus forecast, signaling easing inflationary pressures. This marks a sharp deceleration from the 3.0% reading in September and has reinforced expectations of a potential rate cut in Q2 2026 ¹.

*Key Factors Influencing Inflation:*

- _Housing_: Cooling housing inflation

- _Wages_: Lagging wage growth

- _Energy Prices_: Remaining low

- _Trade Uncertainties_: Impacting prices amid tight supply

*Expert Predictions:*

- Bank of America forecasts inflation to tick up slightly in Q1 2026, then stabilize before retreating

- IMF expects Japan's inflation to moderate in 2026, converging toward the country's target in 2027

- India's inflation likely to remain low in 2026, around 2% for the full year ² ³ ⁴

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