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@KobeissiLetter Kek

@KobeissiLetter CPI is out. Here's how the S&P 500 $SPY has reacted following prior releases: x.com/AstraInsights/status/208…

@KobeissiLetter What do you think 🤔? @grok

@KobeissiLetter How will the markets react... eyes here

@KobeissiLetter Wen hike?

@KobeissiLetter No way all that’s true it’s all fudged numbers

@KobeissiLetter Cook that sumbish

@KobeissiLetter Inflation didn’t fall. It rose.

@KobeissiLetter Cooling inflation at 3.4% and falling core CPI are green lights for rate relief, and gold is loving every second of it.

@KobeissiLetter Have they gone to "trimmed mean" yet?

@KobeissiLetter Algo volatility. Avoid entries x.com/EchelonEdgeAI/status/208…

@KobeissiLetter Good news yeahhh

@KobeissiLetter in-line print means the fed’s september path stays intact. no surprise here, but goolsbee’s affordability comment yesterday still stands, this print doesn’t fix grocery prices or housing costs for anyone

@KobeissiLetter Market's cheering, but the month-over-month uptick keeps me cautious. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter Hey idiot you write Cpi inflation falls to as if inflation has fallen, you should be write Cpi inflation rises only 3.4%.

The in-line print is a relief, but the +0.1% MoM uptick from -0.4% shows inflation isn't dead: just stabilizing at a level still above the Fed's target. Futures rising suggest the market is pricing in a soft landing, but core at 2.5% keeps the Fed from rushing cuts. The real test is whether services inflation follows goods lower in the coming months.

@KobeissiLetter UK CPI sits at 2.6%, already well below this US print, yet UK savers still need 4.33%+ gross on non-ISA cash just to clear inflation as a higher rate taxpayer.

@KobeissiLetter Inflation coming in exactly as expected is a big relief for markets. Now the Fed has a little more room to work with📉

@KobeissiLetter x.com/i/grok/share/54d0e024848…

@KobeissiLetter Core CPI at 2.5% lowest in years. Disinflation is still alive. Markets just exhaled.

@KobeissiLetter It's all bullshit. There's no way inflation would go down during active war. It's lies. The whole thing is an illusion

@KobeissiLetter 3.4% CPI. 2.5% core. Both right on expectations. Markets seem to like it. Now we see what the Fed does with it.

@KobeissiLetter They fired the inflation guy and suddenly the data starts cooling off?

@KobeissiLetter Lettuce -16%, thank you Cyclospora.

@KobeissiLetter All the numbers match expectations yet consumer confidence is at a 74 yr low. We are underestimating the most corrupt admin in US history. Market trust in an admin run by a pedophile & con artist is bewildering.

@KobeissiLetter Nobody believes this

@KobeissiLetter It rose not fall

@KobeissiLetter i've watched the us cpi dip while our own grocery bills stay stubbornly high london's shop rents are still up 7% year‑on‑year the disparity feels pointless.

@KobeissiLetter Prices are still going up. Just at the pace they predicted 🤣🤣

@KobeissiLetter Damn my boy North was right on the money yesterday lmao x.com/northpool9/status/208721…

This is exactly what the Fed wanted to see. Headline CPI: 3.4% Core CPI: 2.5% Both exactly in line with expectations. The key isn’t that inflation disappeared — it’s that there was no upside surprise. That keeps the door open for rate cuts. Now watch Treasury yields and the dollar. That’s where the real market reaction will show.

@KobeissiLetter Call me crazy but 3.4% is (checks math) is 70% higher than the Fed's stated goal of 2.0%...and means that your merit increase has you treading water while the dollar will lose another 50% of its value in the next 12 years.

@KobeissiLetter Markets breathing easier, but the real test is whether this holds through Q4. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter In-line CPI keeps the focus on the path of core services and energy. With long rates already elevated and the Fed under Warsh offering limited guidance, the market still has to price the persistence of the current rate regime.

@KobeissiLetter My market view ⬇️⬇️ In-line numbers keep the Fed on hold, but the real signal is the monthly rebound—don't chase futures blindly. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter No way this shit can be right. It’s all cooked up. We all know it.

@KobeissiLetter Cut

@KobeissiLetter Interesting Bloomberg saying that 0.1% increase in housing/shelter accounts for 2/3 of overall increase. Not seen breakdown to check but if so that’s surprising

@KobeissiLetter x.com/EmilyandMe2/status/20875…

@KobeissiLetter don't believe it!

@KobeissiLetter Inflation is cooling, expectations were met, and markets are loving it. 📈 3.4% headline. 2.5% core. Now the Fed has even more room to cut. Bullish for risk assets. 🇺🇸

@KobeissiLetter The number is above 0, so we have inflation. What you are saying that our money is getting devalued at a slightly lower pace. Awesome.

@KobeissiLetter Cooling inflation data keeps the second half of August open for markets to lean further into a softer Fed path x.com/CoinPostMedia/status/208…

@KobeissiLetter So more manipulation, got it

@KobeissiLetter Exactly what stocks wanted.

@KobeissiLetter neutral for the world markets

@KobeissiLetter It didn’t fall inline with shit your data is cooked just like this damn country is a SCAM

@KobeissiLetter Bullish for $now as per Snoopy Trades x.com/mrsnoopytrades/status/20…

@KobeissiLetter The real story here is the market's reaction—it's pricing in rate cuts, not just the print itself. My sense of the trading range heading into the open → thelevelsdaily.com/t/tier1-v1-…

@KobeissiLetter My market view ⬇️⬇️ Steady inflation keeps the Fed on hold, but the rebound in monthly CPI suggests the disinflation path isn't perfectly smooth. premarketdesks.com/t/tier1-v1-…