⬤ Inflation's taking a nosedive according to the latest Trueflation numbers. The index crashed to roughly 0.98% year-over-year by February 1st, showing price pressures are cooling way faster than most people realize. What makes this data special? It's updated daily, giving traders a real-time pulse on inflation instead of waiting around for government reports that always lag behind the action.
⬤ The drop's been dramatic. Trueflation peaked above 2% in late 2025 and has now tumbled close to its year-to-date low of 0.86%. Meanwhile, official US CPI is still sitting at 2.70%, creating a massive 1.72 percentage point gap between what the alternative index shows and what the government's reporting. That kind of spread tells you something's brewing under the surface.
⬤ Fed Chair Jerome Powell keeps saying inflation's slowing "gradually," but these numbers suggest it might be happening a lot quicker than the central bank's letting on. The question everyone's asking now: will the upcoming official CPI and PCE data finally catch up to what Trueflation's been signaling? Those releases are going to be critical for confirming whether this disinflation wave is real or just noise.
⬤ Why should you care? Because inflation data drives everything in markets right now. If this rapid cooldown gets confirmed by official numbers, the whole timeline for Fed rate cuts could accelerate fast. Bond yields, the dollar, risk assets—they'll all react. Until we get that confirmation though, expect this gap between real-time and traditional inflation measures to keep markets on edge and guessing.