New data reveals that US annual inflation fell to 2.4% in January, dropping below the 2.5% forecast by analysts. Monthly inflation also eased to 0.2%, down from 0.3% in December, suggesting that the disinflationary trend in the world’s largest economy is gaining momentum.

While core inflation—which excludes volatile food and energy costs—remained steady at 2.5% annually, the overall cooling of price pressures has shifted focus toward the Federal Reserve’s next move.

Isaac Stell, Investment Manager at Wealth Club, noted that the figures indicate disinflation is "on track," potentially paving the way for monetary easing. "Bond markets are currently pricing in two cuts for 2026, starting in May," Stell observed, which would adjust interest rates to a neutral range of 3.00-3.25%.

Despite the positive outlook, policymakers are expected to maintain current rates in the immediate term to ensure the January data represents a sustained trend rather than a temporary fluctuation.