
The Kobeissi Letter|Sep 13, 2025 16:56
Apollo on rate cuts into inflation:
This week, the Fed will cut rates into rising CPI inflation as seen in both 2021 and the 1970s.
Apollo notes that inflation is following a similar path as in the 1970s, which came with 2 distinct peaks in inflation.
Will inflation follow a similar trajectory this time around?(The Kobeissi Letter)
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