Kobeissi report: U.S. consumers expect one‑year inflation of about 4.6%—the
third‑highest reading in 12 months and 1.1 percentage points above early‑2026.
Spontaneous mentions of gasoline as a main concern rose to roughly 30% (the
fourth‑highest in at least two years); mentions of tariffs rose to about 37%,
the highest since April. The report indicates consumers broadly view a new round
of inflation as beginning.
