The Kobeissi Letter
The Kobeissi Letter|Oct 19, 2025 16:44
Something unusual is happening this week: On Friday, we are receiving CPI inflation data DURING the US government shutdown. Not only is it 5 days before the October 29th Fed meeting, but it is the first time CPI data will be reported on a Friday since January 2018. The Labor Department has said that NO OTHER releases will be rescheduled or produced until the shutdown ends. This comes during a highly pivotal time for the Fed as they debate whether to continue rate cuts or not. This is drawing speculation of a "bullish" September CPI report. What's happening here?(The Kobeissi Letter)
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