Economy February 4, 2026

Euro zone inflation eases in January as a soft patch takes hold

Price growth slows to 1.7% as energy costs fall and underlying inflation cools, leaving the ECB poised to hold rates

By Caleb Monroe
Euro zone inflation eases in January as a soft patch takes hold

Inflation across the 21 euro area countries slowed to 1.7% in January, driven by lower energy prices. A core inflation gauge that excludes energy, food, alcohol and tobacco also eased to 2.2% from 2.3%, with services prices continuing to moderate. Most economists expect the soft patch to persist for at least a year, and the readings are unlikely to prompt immediate policy moves from the European Central Bank.

Key Points

  • Headline inflation across the 21 euro area countries fell to 1.7% in January, the weakest since September 2024, driven by lower energy prices - impacts consumers and energy markets.
  • Core inflation excluding energy, food, alcohol and tobacco edged down to 2.2% from 2.3% as services prices continued to ease - relevant to services sector and household spending.
  • The data are unlikely to prompt immediate ECB action, with the central bank expected to keep rates unchanged on Thursday and through the rest of the year - important for financial markets and interest-sensitive sectors.

Inflation in the euro area decelerated in January, official data showed on Wednesday, marking the weakest annual pace since September 2024. Consumer prices across the 21 countries that share the euro rose 1.7% year on year in January, a decline attributed largely to falling energy costs. The headline print matched economists' forecasts.

Beyond the headline, a key measure of underlying inflation that removes volatile components - energy, food, alcohol and tobacco - ticked down to 2.2% in January from 2.3% in December. That shift reflected continued easing in the services sector, which has been a central driver for persistent inflation pressures in recent periods.

Taken together, the readings are widely viewed as insufficient to trigger an imminent response from the European Central Bank. The ECB is expected to leave interest rates unchanged on Thursday and to maintain that stance through the remainder of the year. Central bank projections indicate inflation will slightly undershoot the 2% target this year and next before returning to target in 2028.

Inflation has hovered around the 2% level for at least a year, following an earlier wave of price increases linked to the economy's rebound from the COVID-19 pandemic and to disruptions from Russia's invasion of Ukraine in 2022, which pushed up fuel costs.

Economic opinion is not unanimous on what will come next for monetary policy. Economists are split on whether the ECB's next move will be a rate cut or a hike, and some policymakers have recently said both outcomes are equally likely. Meanwhile, market commentary about potential rate easing has been fed in part by a recent appreciation of the euro against the dollar, a move that has been attributed in part to reactions to U.S. President Donald Trump's unpredictable policymaking and to concerns about the Federal Reserve's independence.


These January readings underscore a transition toward softer price growth in the euro area, with energy-led declines lowering the headline rate and ongoing moderation in services pushing down the core measure. Most forecasters expect this softer patch to last at least a year, a projection that helps explain the current expectation for policy stability at the ECB.

Risks

  • Economists are divided on whether the ECB's next move will be a cut or a hike, creating policy uncertainty for banks and fixed-income markets.
  • A recent appreciation of the euro versus the dollar has generated market speculation about a rate cut, a dynamic that could affect exporters and currency-sensitive sectors.
  • The soft patch is expected by most economists to last at least a year, which poses uncertainty for consumer demand and firms' pricing strategies while inflation remains near target.

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