According to The Kobeissi Letter, long-term US inflation expectations have surged to 4.1%, the highest level since 1993. This increase typically influences market movements, but the impact was altered following recent GDPNow data. Traders should focus on how these inflation expectations and GDP data interplay could affect market volatility and asset pricing.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months and a collapse in consumer sentiment. Such economic conditions are critical for traders to monitor as they may signal potential stagflation, impacting market volatility.

According to The Kobeissi Letter, long-term US inflation expectations have surged to 4.1%, the highest level since 1993, due to tariff front-running causing a $300+ billion trade deficit in two months. This economic environment could lead to increased volatility in cryptocurrency markets as investors seek inflation hedges.

According to The Kobeissi Letter, long-term US inflation expectations have surged to 4.1%, the highest since 1993, leading to a significant impact on trading strategies. This surge has been accompanied by a $300+ billion trade deficit in just two months and a collapse in consumer sentiment, factors crucial for traders to consider. These developments suggest potential stagflation concerns, which could influence market volatility and trading decisions.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This significant rise is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months. These developments have also led to a collapse in consumer sentiment, raising concerns about potential stagflation. Traders should consider the implications of these inflationary pressures on market dynamics.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase is attributed to tariff front-running, resulting in a $300+ billion trade deficit over two months, significantly impacting consumer sentiment. These factors may indicate a potential rise in stagflation, which could influence trading strategies and market positions.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, impacting consumer sentiment negatively. Traders should consider the potential implications of stagflation on market volatility and investment strategies, as these economic indicators suggest increased economic pressure.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This rise is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, significantly impacting consumer sentiment. Traders should note the potential for stagflation, which could influence market dynamics and require strategic adjustments to portfolios.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase has significant implications for traders, as it may influence monetary policy and interest rate decisions, potentially impacting cryptocurrency and broader financial markets. The recent surge is attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over two months, coupled with a decline in consumer sentiment. These factors could signal the onset of stagflation, a challenging environment for market participants.

According to @KobeissiLetter, long-term US inflation expectations have surged to 4.1%, marking the highest level since 1993. This increase has been attributed to tariff front-running, which has resulted in a $300+ billion trade deficit over the past two months. This development has severely impacted consumer sentiment, raising concerns about potential stagflation. Traders should monitor these economic indicators closely as they can have significant implications for market dynamics.

According to The Kobeissi Letter, the US February Core PCE inflation increased to 2.8%, surpassing expectations of 2.7%. Additionally, January Core PCE inflation was revised from 2.6% to 2.7%. These indicators suggest a reacceleration of core inflation metrics despite economic weaknesses, which may influence trading strategies in the cryptocurrency market as investors anticipate potential monetary policy adjustments.

According to The Kobeissi Letter, long-term US inflation expectations have reached 4.1%, the highest since 1993, significantly impacting the trading environment. The surge is accompanied by a $300+ billion trade deficit in just two months, attributed to tariff front-running, which has also caused a collapse in consumer sentiment. These factors are critical for traders as they may influence market volatility and interest rate projections.

According to The Kobeissi Letter, US consumers expect inflation to rise to 6.0% over the next 12 months, marking the highest level since May 2023. Furthermore, the long-term inflation expectation over the next 5-10 years is projected at 3.9%, the highest in 30 years. These rising inflation expectations are likely to impact trading strategies, as investors may anticipate tighter monetary policies which could influence market volatility.

According to @KobeissiLetter, rising US inflation expectations, with consumers anticipating a 6.0% increase over the next 12 months, could influence cryptocurrency markets. As inflation concerns grow, investors may turn to cryptocurrencies as a hedge, potentially increasing demand and affecting prices. Furthermore, the expectation of 3.9% inflation over the next 5-10 years could have long-term implications for investment strategies, including those involving crypto assets. Canada's similar inflation outlook may also impact North American cryptocurrency trading trends.

According to Mihir (@RhythmicAnalyst), the analysis of the last 60 years of US inflation using Core PCE data highlights two significant periods: the 1970s, marked as the worst inflationary period, and the current trend. The red rectangle in Mihir's analysis signifies the 1970s, while the blue rectangle represents the present inflation trend. This visualization aids traders in understanding historical and current inflationary pressures, impacting interest rate expectations and market sentiment. Source: Mihir (@RhythmicAnalyst).

According to Crypto Rover, US inflation has fallen to 2.8%, which is lower than market expectations. This development is seen as bullish for Bitcoin, potentially leading to increased investor interest and price movement in the cryptocurrency market.

According to The Kobeissi Letter, the cryptocurrency market is being influenced by several key factors: market-moving headlines from Trump, DOGE cuts disrupting labor and bond markets, rising geopolitical tensions in Ukraine, highly polarized market positioning, and rebounding inflation in the US. These elements are contributing to market volatility and affecting trading strategies.

According to @KobeissiLetter, prediction markets now forecast a base case of US inflation rising to 4.0% by 2025, as per data from @Kalshi. This signifies a substantial increase from the 2.3% inflation expectation recorded on December 1st, 2024. Additionally, there is a growing 22% probability that inflation could exceed 4.0%, indicating potential volatility in economic conditions. Traders should closely monitor these shifts, as they could impact investment strategies and interest rate expectations.

According to @KobeissiLetter, prediction markets, as reported by @Kalshi, now predict a base case of US inflation rising to 4.0% in 2025. This marks a significant shift from the December 1st projection of 2.3% inflation for the same year. Additionally, there is now a 22% chance that inflation could exceed this 4% mark, indicating potential upward pressure on interest rates and market volatility.

According to André Dragosch, PhD, current trends in money supply growth suggest that US inflation may continue to decrease until early 2026, contrary to widespread expectations of a re-acceleration. This could provide the Federal Reserve with more flexibility to maintain or even enhance its monetary easing policies, which could have significant implications for financial markets, particularly in influencing interest rates and investor strategies.