April 2026 CPI: 3.8% — who called it

The April 2026 CPI print landed at 3.8% year over year. Closest call on the headline: Street consensus. Every forecaster below was on the record before the release and is graded against the BLS first print; signed error = forecast minus actual, so a positive number ran hot. These are the values frozen at grading time — later revisions by any source never touch them.

Headline CPI YoY: actual 3.8%

ForecasterCallSigned error
Cleveland Fed nowcast3.56%-0.235pp
Street consensus (closest)3.70%-0.100pp

Core CPI YoY: actual 2.8%

ForecasterCallSigned error
Cleveland Fed nowcast2.56%-0.244pp
Street consensus (closest)2.70%-0.100pp

Headline CPI MoM: actual 0.6%

ForecasterCallSigned error
Cleveland Fed nowcast0.45%-0.152pp
Street consensus (closest)0.60%0.000pp

Core CPI MoM: actual 0.4%

ForecasterCallSigned error
Cleveland Fed nowcast0.21%-0.186pp
Street consensus (closest)0.30%-0.100pp

The league table — headline CPI YoY, every graded print

ForecasterLive printsLive MAEBacktest printsBacktest MAECombined MAE
Street Consensus430.088pp0.088pp (43)
Cleveland Fed430.106pp0.106pp (43)
Kalshi Market20.181pp0.181pp (2)
Nowflation Forecast20.208pp0.208pp (2)
Nowflation Model20.292pp390.085pp0.095pp (41)

Live = scoreboard rows frozen at grading time, ranked by live MAE. Backtest = the Nowflation Model's vintage-true walk-forward before its first live print (June 2026). Lower MAE = closer calls.

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