Forecast

Inflation Drift

Inflation is easing, but persistence risk remains in shelter and services.

Key takeaway

Disinflation is progressing, but not evenly. Sticky categories still matter.

Current conditions

Headline measures have improved, though service-linked persistence remains a central issue.

Outlook

The most likely path is continued moderation with occasional setbacks.

Risks

Commodity shocks, wage persistence, and renewed housing pressure could slow progress.

Methodology and notes

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