Rebel Capitalist News New CPI Data Is Moving Markets (What You Need To Know)
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Feb 16, 2026 A breakdown of the latest CPI numbers and how markets reacted. A look at inflation trends since 2022 and why monthly swings can mislead. A critique of narratives claiming central banks can reliably engineer higher inflation. Analysis of bond and currency moves tied to expectations rather than fiscal shifts. A short forecast for where inflation may sit absent major shocks.
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CPI's Long-Term Disinflation Trend
- CPI shows a clear disinflationary trend since the 2022 peak despite recent month-to-month noise.
- George Gammon argues the trend likely persists absent a major policy-driven velocity shock.
Tracking Inflation Since The 'Cervasus' Shock
- George recounts tracking inflation since the 'Cervasus' (COVID) period and predicting a disinflationary path.
- He credits his channel's stance for aligning with observed CPI movements since mid-2022.
Don't Overreact To One CPI Print
- Recent monthly CPI prints (0.2% monthly, 2.4% annual) surprised slightly below expectations.
- Gammon highlights media framing and cautions against over-interpreting single monthly moves.