✨Forecasts for US shelter inflation in 2026 and beyond indicate that the current slowdown trend will continue. With January 2026 data showing a continued loss of momentum (3.0% annually), most analysts state that this component will play a key role in bringing core inflation down to the Fed's target of 2%.
#USCoreCPIHitsFour-YearLow
✨Since shelter inflation accounts for approximately 40% of core CPIs, a drop to the 2-3% range in 2026 could bring overall core inflation closer to 2.2-2.5%. However, due to services inflation and potential tariff effects, full disinflation may not occur until 2027.

#RussiaStudiesNationalStablecoin
Russia is considering a new approach in the face of the challenges created by sanctions. The Central Bank has begun to seriously consider the idea of issuing a national stablecoin pegged to the ruble. Previously hesitant about such private stablecoins, Russia has now decided to explore its own state-backed version. A detailed review will be conducted in 2026. The aim is to reduce dependence on the dollar in international payments and to ensure faster and more secure trade. Currently, a digital ruble project already exists in Russia and is gradually becoming more widespread. However, this new stablecoin idea may differ; perhaps a more flexible structure could be considered by working together with the private sector. Officials say, "The world is changing, and we must increase our options." There is no final decision yet; only the research phase has begun. We will follow developments.

#USCoreCPIHitsFour-YearLow
In the US, core CPI, excluding food and energy, fell to 2.5% annually according to January 2026 data. This is the lowest level seen since March 2021 and a low in approximately four years.
According to the US Department of Labor (BLS) report released on February 13, 2026:
Headline CPI increased by 2.4% annually (expected to be around 2.5%, compared to 2.7% in December).
Core CPI increased by 0.3% monthly, while falling to 2.5% annually (from 2.6% in the previous month).
This decrease was driven by a slowdown in housing costs, a decline in energy prices (gasoline -3.2%), and limited increases in some staple food items.
Markets reacted positively to this data; it was interpreted as a signal that the Fed is approaching its 2% target. Some analysts note that despite the data being released late due to the government shutdown, inflation has cooled, creating room for interest rate cuts. However, housing and services inflation remain relatively high.