The Kobeissi Letter
The Kobeissi Letter|Mar 11, 2025 21:23
All eyes are on CPI inflation: Tomorrow marks the second CPI inflation datapoint of 2025. Prediction markets see headline inflation FALLING from 3.0% in January to 2.9% in February. Core CPI inflation is also expected to fall from 3.3% to 3.2%. If both metrics of inflation fall tomorrow, it will mark the first such occurrence since July 2024. Markets have high hopes for inflation.
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