This analysis examines why shelter inflation is expected to remain sticky through 2026. Despite cooling in other sectors, rising property taxes, insurance premiums, and a persistent housing supply deficit continue to buoy core inflation.

Natural gas futures are taking another leg lower, with the March 2026 Henry Hub contract hovering around $3.20 per MMBtu—down roughly 6-6.5% from Friday’s settle near $3.42.

Gold holds near recent highs as dovish Fed signals, soft U.S. labor data, and Japan’s fiscal shift boost reflation trades.