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Oil price spike and inflation expectations

April 7, 2026The Kobeissi Letter

The Kobeissi Letter reports US oil extending gains to $115.50 and up 110% since the December 2025 low, warning inflation expectations are rising.

US oil prices extend gains to $115.50/barrel
now up +110% since the December 2025 low
Inflation expectations are rising
The Kobeissi Letter
oilinflationmacro

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