Inflation just printed its coolest reading in years and it matters more how it cooled than the headline itself.
CPI rose 2.7% YoY in November, below expectations, while core inflation slowed to 2.6%, the lowest since 2021. The key driver wasn’t energy noise, but softer prices in shelter, travel, recreation, and clothing, exactly what policymakers want to see.
For my portfolio, this reinforces a gradual shift toward quality equities and duration exposure, while staying diversified. The risk? One or two good prints don’t guarantee victory, services and housing could reaccelerate if growth stays strong.
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