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6/23/2025, 4:06:44 AM
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6/23/2025, 12:09:55 AM
6/22/2025, 9:30:40 PM
- JP Morgan: A closure of the Strait of Hormuz could send oil prices to $120-$130 per barrel
This would imply a spike in US CPI inflation to ~5%.
The last time we saw US inflation at 5% was in March 2023, when the Fed was aggressively hiking rates.
Kobeissi Letter
Philip Pilkington -
Imo this is an optimistic assessment. But 5% CPI means UST yields start going to bankruptcy levels.
This would imply a spike in US CPI inflation to ~5%.
The last time we saw US inflation at 5% was in March 2023, when the Fed was aggressively hiking rates.
Kobeissi Letter
Philip Pilkington -
Imo this is an optimistic assessment. But 5% CPI means UST yields start going to bankruptcy levels.
6/22/2025, 8:18:42 PM
6/22/2025, 8:05:30 PM
6/22/2025, 7:21:23 PM
6/22/2025, 7:19:53 PM
>>508353381
Mutts are ruled by kikes!
Mutts are ruled by kikes!
6/22/2025, 7:08:05 PM
6/22/2025, 6:11:17 PM
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