The Kobeissi Letter
The Kobeissi Letter|Mar 28, 2025 14:41
There it is: Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993. Tariff front-running has led to a 300+ BILLION trade deficit in 2 months and consumer sentiment has collapsed. Is stagflation ramping up? (a thread)
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