US Inflation Up 30.2% Since 2020, Overshooting Fed's 2% Target by 15.9 Points
US consumer prices have climbed 30.2% since January 2020, hitting an all-time high, according to The Kobeissi Letter. That works out to a 4.0% annualized pace, while the Fed's 2% target path would have delivered just 14.3% cumulative growth. CPI has now stayed above 2% for 67 straight months.
- Original source: X account @KobeissiLetter.
- The source published it on Nov 14, 2026 at 2:14 PM.
- No second outlet has reported it yet. Treat it as a single-source claim.
- It comes from X posts, not a news outlet.
US inflation has blown past the Federal Reserve's target — and the gap is widening again. Cumulative CPI growth has surged 30.2% since January 2020, landing at an all-time high, according to The Kobeissi Letter. That translates to an annualized inflation rate of 4.0% over the stretch.
Stack that against the Fed's steady 2% goal and the picture sharpens. Under that target path, cumulative CPI growth would have been just 14.3%. Actual inflation is running 15.9 percentage points above it — more than double the implied increase, the outlet noted.
The streak is long. CPI has stayed above 2% for 67 consecutive months. And the divergence started widening again in March, with inflation now above 3% for 7 straight months.
The Kobeissi Letter's read on who benefits is blunt: asset owners are the only winners.
TopicsThe Kobeissi Letter · Federal Reserve · US CPI · X
Source: x.com
Written by Paparazzi with AI. Not financial advice.
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