Buckle up for the week of the year. 9 days ago, President Trump threatened to "stop trading" with all countries that the US has a trade deficit with if the Fed does not CUT rates. On Wednesday, the Fed will release their September interest rate decision. Currently, markets believe the Fed will HIKE rates on Wednesday. In other words, the market now expects Fed Chair Warsh to make the exact opposite policy decision that President Trump wants, just 3 months after he was appointed. If the market is correct and President Trump follows through on his threat, global trade is about to take a major turn. This move would effectively cut off trade with ~50% of all US trading partners, including Mexico, China, Taiwan, Germany, Japan, South Korea, Canada, and India. Turn on our post notifications at @KobeissiLetter to receive real time analysis as the week progresses.(The Kobeissi Letter)