The latest CPI numbers were largely in-line. The powerful alignment of fiscal and monetary policies will certainly alter the path of inflation this year, but for now, our discipline still suggests a mostly benign inflation picture.
Jan
13
2026
In-Line CPI - Calm Before The Policy Storm
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Perception for the Professional
January 2026 Issue
Featured Articles
- Three-Peat & The Risky Trinity
- S&P 500: The Good, The Bad, And The Ugly
- A State Of Perpetual Bliss
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- Annual Asset Class & Sector Bridesmaids
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