- Annual headline and core CPI inflation both moderated in January to 2.4% and 2.5%, respectively.
- The Federal Reserve held the fed funds rate steady in January.
- Job growth surprised to the upside at 130K in January, but total 2025 employment was revised down to 180K. Education and health services dominated annual employment growth, while information, government, trade and transportation, and manufacturing lost jobs.
- Consumer sentiment improved for a third consecutive month in February but remained very low. Views of current conditions rose while consumer expectations fell slightly.
* Latest data available.
RFA’s Strategy and Research team is pleased to share a new article, Data Center Pipeline: Boom or Bubble? The article examines whether the surge in data center development reflects durable demand for AI infrastructure or is a capital-fueled boom that could expose investors to oversupply and valuation risk
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