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cost-push inflation narrative

April 4, 2026The Kobeissi Letter, Markets & Mayhem, Natalie Brunell

The Kobeissi Letter and Markets & Mayhem point to rising food prices and shipping surcharges, while Natalie Brunell highlights insurance jumps, reinforcing a theme that everyday costs are re-accelerating.

Global food prices are rising as energy costs spike:
The World Food Price Index jumped +2.4% in March
Amazon is rolling out a 3.5% fuel and logistics-related surcharge.
Expect that to be passed on in the form of higher prices.
homeowner’s insurance in Illinois just jumped 30% from last year.
The Kobeissi Letter
Markets & Mayhem
Natalie Brunell
unusual_whales
inflationconsumermacro

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