US stocks rise and yields fall as January inflation data comes in cooler than expected
Wall Street rose Friday as January inflation cooled to 2.4 percent. The data bolstered hopes for interest rate cuts while Treasury yields fell on the news.
Insights:
The U.S. Consumer Price Index (CPI) for January rose 2.4% year-on-year, coming in slightly below the 2.5% estimate. This cooling inflation data, released today on February 13, 2026, has directly shifted expectations for monetary policy in the United States 
US and led to a repricing in near-term markets. The data brings inflation closer to the Federal Reserve long-term 2% target, prompting investors to increase their bets on multiple rate cuts following a week that included a surprisingly strong employment report.
US and led to a repricing in near-term markets. The data brings inflation closer to the Federal Reserve long-term 2% target, prompting investors to increase their bets on multiple rate cuts following a week that included a surprisingly strong employment report.
