CITIC Securities: Expect the US CPI year-over-year growth rate to rise in March and April

MetaMuskRat · 2026-03-12T10:59:45+00:00

People's Finance News, March 12 – A China CITIC Securities research report suggests that the U.S. February CPI fully met expectations, with core inflation showing moderate performance. However, market focus has shifted away from this somewhat "outdated" data. Under the baseline scenario where Iran tensions ease or market reaction dulls in the coming weeks, China CITIC Securities expects U.S. CPI year-over-year growth to rise in March and April respectively due to oil price increases and compensatory gains in rental inflation, then fluctuate around 3% thereafter.

MetaMuskRat

2026-03-12 10:59:45

People’s Financial News, March 12 — CITIC Securities research report believes that the U.S. February CPI fully met expectations, with core inflation showing moderate performance. However, market focus is no longer on this somewhat “outdated” data. In the baseline scenario where Iran conflicts ease in a few weeks and market reactions become muted, CITIC Securities expects the year-on-year growth rate of U.S. CPI to rise in March and April due to rising oil prices and compensatory rent inflation, respectively, then fluctuate around 3%.

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