According to The Kobeissi Letter, US one-year inflation expectations have risen significantly from approximately 2.7% to 4.3% since the onset of trade war headlines. This indicates a potential doubling from previous lows, suggesting that traders should prepare for increased volatility in the market. Furthermore, the US might experience an average tariff rate exceeding 20%, marking the highest rate in 30 years, which could have profound implications for trade-dependent sectors.

According to The Kobeissi Letter, US one-year inflation expectations have increased from approximately 2.7% to about 4.3% since the beginning of trade war headlines. This rise in inflation expectations suggests potential impacts on trading strategies as inflation could influence interest rates and currency values. The mention of a possible average tariff rate of over 20% could also affect import costs and market pricing, making it crucial for traders to monitor these developments closely.

According to The Kobeissi Letter, US consumers' 12-month inflation expectations have surged to 4.3%, marking the highest level since November 2023. This represents a significant 1.7 percentage point increase over the last three months, the largest since February 2020, and exceeds the anticipated 3.3%. Such a rise in inflation expectations could impact interest rates and influence the cryptocurrency market as investors seek assets that hedge against inflation.