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The Kobeissi Letter
The Kobeissi Letter|Jun 22, 2025 14:10
As we recently outlined in a thread, energy prices tie DIRECTLY into CPI inflation. According to a Fed study, every 10 rally in oil prices has the ability to increase inflation by 20 bps. Oil prices are already up ~20 from their April lows, potentially adding ~40 bps to CPI.
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Jul 22, 13:50【ETH maintains net inflow, investors are optimistic about its upward potential】
Jul 22, 13:43【PENGU has now increased threefold】
Jul 22, 13:17【Taker Buy dominates and prices rise】
Jul 22, 13:03【Kohl's stock price rose 14% before trading】
Jul 22, 13:00【The trading volume of BNB chain stores has doubled】
Jul 22, 12:24【US debt increased by 0.1%】
Jul 22, 12:13【Altcoins rise during Bitcoin sideways trading】
Jul 22, 10:50【List of Changes in Large Ethereum Positions of Institutions in the Past 30 Days】
Jul 22, 10:37【Ethereum buyers take profit near $2520】
Jul 22, 10:12【Sustainability of US bonds will become a key issue】

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