The US Consumer Price Index (CPI) recorded a slowdown in November 2025, reaching 2.7% year-on-year.
The figure represents a decline compared to the 3.0% reported in September, leaving inflation four-tenths lower than analysts expected and closer to the Federal Reserve’s target target.
According to data from the Bureau of Labor Statistics (BLS), Inflation increased by 0.2% over the past two months From September 2025 to November 2025.
For details, The inflation rate for all items increased by 2.7% from the previous year. The index for all items except food and energy increased by 2.6% over the same period. Over the past year, the energy index has increased by 4.2%, and the food index has increased by 2.6%.
The digital asset market reaction was immediate. After the US inflation statistics were released, Bitcoin (BTC) experienced significant volatility characterized by sudden movements.
As seen in the attached graph, the price of the digital currency has shown large fluctuations in a short period of time. Initially, the lower-than-expected data created a sense of relief and prompted the opening of new positions. However, profit taking and macroeconomic uncertainty This led to a quick fix.
The digital currency is currently struggling to stay above USD 88,200, according to the CriptoNoticias price calculator. This allows the market to absorb the impact of a potentially less restrictive FED.
A large amount of “missing data” on US inflation.
Despite official optimism, some unofficial data, such as that provided by Trufration, suggests that actual inflation as perceived by consumers may be higher than reported inflation. Because a large amount of data is missing«. He points out:
While Truflation had predicted a 2.9% year-over-year increase in the BLS CPI in November, and expected at least some deviation from the typically fairly accurate forecasting models, the amount of data missing from this inflation announcement is quite shocking and means the Fed is very likely to ignore the BLS CPI in its 2026 policy.
Truflation, a private macroeconomic analysis company.
In any case, the official CPI number for November is close to what President Donald Trump announced this week. He said inflation was “completely neutralized”. For this reason, the President claimed that the FED: Interest rate cuts should be deepened.
(Tag translation) Bitcoin (BTC)
