Latest / Markets with Megan: A Quick Financial Markets Update
Inflation Drops, Doubts Rise | S2 E109 | 12-18-25
Inflation finally delivered some encouraging signals — but the details matter.
Megan Horneman breaks down the November CPI report, which showed inflation continuing to cool on a year-over-year basis, even as data disruptions and missing monthly readings complicate the picture.
Headline CPI rose 2.7% year-over-year, while core inflation came in at 2.6%. Food prices, energy services, shelter, and medical services all remain elevated, reminding investors that sticky inflation pressures haven’t disappeared.
Markets are reacting optimistically, with growing expectations that the Federal Reserve…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.