
The Kobeissi Letter|Nov 17, 2025 15:05
Current situation:
1. The US is preparing 2,000 stimulus checks
2. Japan is preparing a 110 billion stimulus package
3. China has approved a 1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record 137 trillion
8. Global rate cuts are at 320+ over the last 24 months
In what world is another wave of inflation not on its way?(The Kobeissi Letter)
Timeline