#BiggestCryptoOutflowsSince2022 The Numbers Behind the Cooling

The January 2026 report (released in mid-February) provided the strongest evidence yet of a "soft landing." Key highlights include:
Headline Inflation: Fell to 2.4% year-on-year, the lowest reading since mid-2021.
Core CPI: (Excluding food and energy) slowed to 2.5%, beating analyst expectations and suggesting that price pressures are no longer "sticky."
Shelter & Energy: A notable slowdown in housing cost increases (now at 3.0% annually) and a significant retreat in gasoline prices (-7.5% over the last year) have been the primary drivers of this relief.
Market Implications: The "Everything Rally"
The drop in inflation has triggered a recalibration of risk across global markets. Analysts are identifying several key trends:
Bond Yields & DXY: As inflation fears subside, Treasury yields have retreated. The US Dollar Index (DXY) has softened, which historically provides a tailwind for emerging market currencies and commodities.
Tech & Growth Assets: Lower inflation increases the likelihood of Fed rate cuts, which lowers the "discount rate" for future earnings. This has reignited interest in technology stocks and cryptocurrencies.
Institutional Pivot: With the Fed's current interest rate range at 3.5% to 3.75%, market makers are now pricing in a potential cut as early as March or May 2026 to support continued growth.
Strategic Outlook
While the data is overwhelmingly positive, the Fed remains "data-dependent." The transition from a high-interest-rate environment to a monetary easing phase typically favors growth-oriented asset classes over defensive "safe havens" like cash or gold.