米労働統計局は、2026年2月の消費者物価指数（CPI）が前月比0.3％上昇、前年比2.4％で推移したと発表し、エコノミストの予想通りとなった。食品とエネルギーを除くコアCPIは月次0.2％上昇、年率2.5％を維持。最近の米イスラエル・イラン戦争前のインフレは安定を示したが、原油価格の急騰が今後の数値を押し上げる見込みだ。
2026年2月のCPIデータは、インフレがFRBの2％目標を上回ったまま安定したことを示している。ヘッドライン物価は1月比0.3％上昇、前年比2.4％で変わらず。変動の激しい食品とエネルギーを除くコアインフレは前月比0.2％上昇、年率2.5％を維持し、LSEGが調査したエコノミスト予想に一致した。
Xの議論では、2026年2月のCPIが予想通りの前年比ヘッドライン2.4％、コア2.5％となり、米イスラエル・イラン戦争前のディスインフレ進展を反映したと指摘されている。ユーザーらはサービスインフレの粘着性を強調し、原油価格急騰による今後の上振れ圧力を警告。センチメントはデータが予想通りの中立的受容から、地政学リスク下での冷却持続への懐疑まで及び、今後のPCEとJOLTSの監視を呼びかけている。
BREAKING: February CPI inflation was unchanged, at 2.4%, in-line with expectations of 2.4%.
— The Kobeissi Letter (@KobeissiLetter) March 11, 2026
Core CPI inflation was 2.5%, in-line with expectations of 2.5%.
Core CPI inflation before the Iran war was at its lowest in 5 years.
The market will now await March's data.
US CPI held steady at 2.4% in February, but the calm is deceptive. This report is a "pre-war" snapshot, capturing the economy just before the Iran conflict triggered a massive spike in oil prices.
— The Coinomist Magazine (@CoinomistMag) March 11, 2026
With energy costs surging and shipping routes under pressure, the disinflationary… pic.twitter.com/FNtsKZw6sc
🎯 U.S. Feb CPI matched consensus at 2.4% YoY / 0.3% MoM, with core at 2.5% YoY / 0.2% MoM—an in-line print that reinforces a consolidation regime across rates, equities, FX, gold, and crypto rather than forcing an immediate Fed repricing.
— kautious (@kautiousCo) March 11, 2026
📊 The details matter: core rose 0.22%… pic.twitter.com/ij1icwWJOM
⚡️BREAKING: US inflation held at 2.4% in February. Core held at 2.5%
— SightBringer (@_The_Prophet__) March 11, 2026
The inflation story now looks like this:
The medium-term disinflation trend is still intact.
The short-term path just got dirtier.
That is the clean read.
February CPI still says the domestic inflation… pic.twitter.com/1Ssz4zGKAu
⚠️ SUMMARY OF US FEBRUARY CPI REPORT:
— Jesse Cohen (@JesseCohenInv) March 11, 2026
1) CPI shows consumer prices were fairly subdued in February before the oil spike.
2) US CPI rose 0.3% on the month, in line with estimates.
3) Headline CPI inflation increased 2.4% Y/Y, matching forecasts and unchanged from January’s… pic.twitter.com/xZ8pJhO67h
AIによるレポート AIによって生成された画像
The National Administrative Department of Statistics (Dane) reported that Colombia's annual inflation for February 2026 was 5.29%, a slight slowdown from January's 5.35%. The monthly Consumer Price Index (CPI) variation stood at 1.08%, driven by rises in education and food. This figure remains above the Central Bank's target range of 3%.
東京の消費者物価指数（生鮮食品を除く）は2月、1.8％の上昇となり、2024年10月以来初めて日銀の2％目標を下回った。首相の公益料金補助金がエネルギーコストを抑制した影響だ。これにより、日銀の利上げ継続に向けたコミュニケーションが課題となる。
AIによるレポート
1月の東京のコア消費者物価指数は、ガソリン補助金と食品価格の上昇緩和により15カ月ぶりの低水準となった。しかし、生鮮食品とエネルギーを除く指標は日銀の2％目標を上回り、持続的な物価上昇に向けた進展を示している。
Annual urban headline inflation in Egypt remained stable at around 12.3% in December 2025, virtually unchanged from November, according to the Central Bank of Egypt. The dynamics continue to be driven primarily by non-food prices, as food inflation has fallen back to pre-2022 levels. Annual food inflation declined sharply to 1.5%.
AIによるレポート
The Central Agency for Public Mobilisation and Statistics announced that Egypt's annual urban inflation rate stabilized at 12.3% in December 2025, unchanged from November. Month-on-month inflation eased to 0.2%, signaling ongoing slowdown in price pressures. Declines in food prices primarily drove this stability.
Argentina's Central Bank released its latest Market Expectations Survey, drawing from 45 analysts' projections, estimating 2.4% inflation for January 2026 and a dollar rate of $1,475 in February.
AIによるレポート
Building on Dane's initial report of 5.29% annual inflation for February 2026—below January's 5.35% and market expectations around 5.5%—Anif analysis credits a $500-per-gallon gasoline price reduction as the main factor. Without it, inflation would have accelerated to 5.38%. Services and food exerted upward pressure, offset by regulated price relief.