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The Kobeissi Letter
The Kobeissi Letter|Nov 19, 2025 17:47
BREAKING: The odds of the Fed NOT cutting rates in December surge to 68% after the US Labor Department cancels the October jobs report, per Polymarket. (The Kobeissi Letter)
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Dec 19, 16:06The bear market is about to end, the Federal Reserve is cutting interest rates.
Dec 19, 14:50U.S. 30-Year Yield Trend
Dec 19, 14:30The Federal Reserve will drastically cut interest rates next year.
Dec 19, 14:25The default rate of U.S. companies has decreased, but the risk of re-default remains.
Dec 19, 13:46Need to wait for December data to assess the inflation trend
Dec 19, 06:59The depreciation of the yen benefits risk markets
Dec 19, 03:50The rate hike in Japan has landed, and there is no more bearish news ahead.
Dec 18, 22:17The Federal Reserve's reserve balance drops to a new low
Dec 18, 21:44The Federal Reserve's balance has dropped to its lowest level since December 3.
Dec 18, 20:32Employment market indicators show steady cooling.

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