The Kobeissi Letter
The Kobeissi Letter|Sep 11, 2026 13:22
There you have it folks. We now have all the relevant data that we will get prior to the September 16th Fed meeting. US PPI inflation is up to +5.4%, the US economy tripped expectations and added +162,000 jobs in August, and US CPI inflation is at +3.4%. We also have $100+ oil prices, record high diesel prices, and inflation at least 140 basis points above the Fed's 2.0% target. Keep in mind, whatever the Fed does, they will NOT be providing guidance. Needless to say, next week is going to be a highly eventful week. Turn on our post notifications at @KobeissiLetter to receive real time analysis as this develops.(The Kobeissi Letter)
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