A central banker’s nightmare: inflationary pressure plus job destruction.

by




The Kobeissi Letter
@KobeissiLetter
We now have:

1. The 2nd largest monthly job loss since the pandemic

2. Oil prices up +60% in 4 months to a new 2-year high

3. Gas prices up more than +20% since December 2025

4. US PPI inflation unexpectedly rising to its highest since July 2025

5. 10Y Note Yield up +20 basis points this week

6. $600B+ in expected AI investment from Magnificent 7 companies in 2026

Own assets or be left behind.

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