Bloomberg Surveillance US CPI Comes in Lower Than Expected
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Jan 13, 2026 
Leslie Vinjamuri, an expert on U.S. foreign policy, discusses President Trump's aggressive diplomatic shifts and their global implications. Economist Richard Portes warns about increasing political pressure on the Federal Reserve, likening it to historic challenges in 1951. Journalist Lisa Mateo highlights the surge in flu cases and the rise of longevity tourism, discussing how these trends impact health and social connections among older adults. Together, they paint a vivid picture of current economic and geopolitical dynamics.
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Shelter Inflation Is Lagged By Home Prices
- Shelter inflation is trending down as home prices lead CPI shelter by about 16 months.
- Troy Ludtka says falling national home prices should push measured shelter costs lower over time.
Delay Rate-Cut Timetable Unless CPI Is Very Soft
- Move rate-cut expectations later unless CPI prints extremely soft.
- Troy Ludtka advises markets to shift timing for Fed easing after this CPI release.
Soft Core CPI Signals Broader Disinflation
- Core CPI came in softer than expected, signaling broader disinflationary trends.
- Ludtka views a softer core CPI as a strong signal that inflationary pressures are dissipating.