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The Kobeissi Letter
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)
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Timeline

Dec 17, 13:22Federal Reserve Governor Waller believes inflation will decline
Dec 17, 12:00Federal Reserve bond-buying tool eases year-end repo rate expectations
Dec 17, 08:31Changes in on-chain chip accumulation for SOL from 12.9 to 12.17
Dec 16, 21:01The three major U.S. stock indexes closed mixed.
Dec 16, 15:37Employment growth is mainly due to the increase in the number of part-time workers.
Dec 16, 14:57Analysis of U.S. November Non-Farm Payroll Data
Dec 16, 14:42U.S. November non-farm payrolls and unemployment rate both exceeded expectations
Dec 16, 05:40The probability of a rate cut in December surges, driving easing trades
Dec 16, 01:33The U.S. November non-farm payroll data and unemployment rate will be released.
Dec 15, 23:30Comparison of Annualized Returns on Stablecoins Across Exchanges

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