June 2026 CPI printed 3.5% — every forecaster graded

The June 2026 Consumer Price Index printed 3.5% year over year on July 14, 2026 (prior 4.2%, Street consensus 3.8%, surprise −0.30pp). Closest on the headline: Street consensus. Nowflation’s sealed forecast was 3.90% — a miss of +0.395pp, 3 of 5. Core CPI 2.6% (consensus 2.8%, prior 2.9%; closest Street consensus). Headline MoM −0.4% vs −0.1% expected.

Headline CPI YoY: printed 3.5%

ForecasterCallPrintedMiss
Nowflation Forecast3.90%3.5%+0.395pp
Nowflation Model4.03%3.5%+0.525pp
Cleveland Fed3.92%3.5%+0.420pp
Street consensus (closest)3.8%3.5%+0.300pp
Kalshi market-implied3.81%3.5%+0.309pp

Core CPI YoY: printed 2.6%

ForecasterCallPrintedMiss
Nowflation Forecast2.82%2.6%+0.221pp
Nowflation Model2.87%2.6%+0.272pp
Cleveland Fed2.85%2.6%+0.250pp
Street consensus (closest)2.8%2.6%+0.200pp
Kalshi market-implied2.82%2.6%+0.216pp

Headline CPI MoM: printed −0.4%

ForecasterCallPrintedMiss
Nowflation Forecast−0.08%−0.4%+0.318pp
Nowflation Model0.03%−0.4%+0.433pp
Cleveland Fed−0.06%−0.4%+0.340pp
Street consensus−0.1%−0.4%+0.300pp
Kalshi market-implied (closest)−0.12%−0.4%+0.276pp

Core CPI MoM: printed 0.0%

ForecasterCallPrintedMiss
Nowflation Forecast0.21%0.0%+0.213pp
Nowflation Model0.24%0.0%+0.240pp
Cleveland Fed0.23%0.0%+0.230pp
Street consensus (closest)0.2%0.0%+0.200pp

Pre-registration receipt

Status (immutable), written July 7, 2026 11:18 AM ET. . Nowflation CPI Forecast on the receipt: 3.94% (reported 3.9%). Receipt JSON · all receipts.

The Gauge stepping

The Gauge read 3.36% on the eve of the print and 3.14% the day after (−0.220pp), its gap to the printed number moving from −0.14pp to −0.36pp; the CPI Tracker 3.61% → 3.36%. The Gauge is a measurement of today, not a call on the print: on release day the components that hold an official subindex step to the new print while the live components keep moving.

Kalshi ladder

Market-implied mean on July 13, 2026: 3.80%. Ladder strikes at or below 3.5% settled YES; strikes above 3.5% settled NO. The market-implied mean on the eve was 3.80%, +0.30pp from the print. Implied mean = survival-curve integration of the “above X%” ladder mid-prices at the print’s 0.1pp granularity (engine connectors/kalshi.js).

Method

Before the print: every call as it stands on the tape, sealed into the receipt the evening before release (SHA-256 of the receipt JSON with its sha256 field removed). After the print: the scoreboard rows frozen at grading time — later revisions by any source never touch them. Graded against the BLS first release (YoY on the NSA index, MoM seasonally adjusted, one decimal). Signed error = forecast − actual.

Scoreboard · June 2026 preview · compare the forecasters · print day, live · dashboard.