The End of Inflation and the Great TLT Cycle: Why January 2026 Data Changes Everything
The January 2026 CPI report revealed a headline annual inflation of 2.4%, down from December’s 2.7%, with Core CPI landing at 2.5%. Despite a persistent +0.2% in shelter, sharp declines in energy (-1.5%) and used vehicles indicate structural cooling. With Truflation already signaling 0.68%, deflation is a palpable risk. The breakdown of the 3.5% support […]






