Morning Brew Daily Inflation Unexpectedly Cools & What is Going on with Oracle Stock?
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Dec 19, 2025 Inflation unexpectedly cooled in November, sparking intrigue about data reliability. Meanwhile, Donald Trump's media venture plans a merger with a nuclear fusion company, potentially revolutionizing energy needs. Medline shines as the stock of the week, while Oracle struggles under heavy debt and wavering demand in the AI infrastructure space. Excitingly, Chipotle introduces a high-protein menu item, and LinkedIn faces backlash over its year-in-review features. Tune in for these highlights and more!
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November CPI Likely Distorted By Shutdown
- November's CPI drop to 2.7% looks dramatic but is likely distorted by a 43-day federal shutdown that delayed price collection.
- Economists warn to wait for December data before concluding inflation has truly slowed.
Shelter Data Drove The Strange Print
- Shelter data were especially suspect because October was zeroed out, removing a key monthly comparison that drags core CPI lower.
- Shelter composes a large share of CPI, so errors there materially affect the headline rate.
Wait For December Before Policy Moves
- Policymakers should be cautious and likely wait for untainted December data before adjusting interest-rate plans.
- The Fed may delay rate cuts until reliable post-shutdown figures arrive.