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) 2026年3月11日
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) 2026年3月11日
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) 2026年3月11日
📊 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__) 2026年3月11日
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) 2026年3月11日
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
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U.S. consumer inflation rose to 4.2% in May, the Bureau of Labor Statistics reported Wednesday, matching economists’ expectations and marking the highest 12-month reading since April 2023.
The Commerce Department reported on Thursday that the Federal Reserve’s preferred inflation measure rose to an annual rate of 3.8 percent in April. The reading marks the third straight month of increases and remains well above the central bank’s 2 percent target.
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Consultancy firm Empiria reported that in February 2026, the poorest 10% of households faced 3.3% inflation, compared to 2.9% for the richest 10%. The gap stems from the heavier weight of food and housing in low-income baskets. INDEC confirmed a general monthly inflation rate of 2.9%.
The Central Bank of Egypt kept key interest rates unchanged on Thursday. It expects annual headline inflation to accelerate through the third quarter of 2026 before easing later.
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US consumer prices rose more than expected in April, sending stocks lower and pushing bitcoin briefly under the key $80,000 level before a modest recovery. The data reinforced bets that the Federal Reserve will hold rates steady.