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The Kobeissi Letter
The Kobeissi Letter|9月 14, 2025 20:02
The stock market is incredibly hot: Since 1975, there have only be 6 times where the S&P 500 rose +30% or more in 5 months. 2025 is one of those times. In 100% of these cases, the S&P 500 has ended higher in the following 6 and 12 months, per Carson Research. In fact, during such occurrences, the S&P 500 has rallied by an average of +18.1% in the following 12 months. On top of it all, the Fed is about to begin cutting rates directly into the AI Revolution. This week begins a new era for markets.(The Kobeissi Letter)
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Timeline

10月 14, 19:37Powell hints at the possibility of a rate cut
10月 14, 19:13The U.S. stock market may face favorable winds in the future.
10月 14, 17:50Ethereum experiences intense volatility and price discovery
10月 14, 17:47The Federal Reserve's overnight reverse repurchase agreement usage hits a new low.
10月 14, 16:59BERT performs more steadily and rebounds the strongest when the market recovers.
10月 14, 16:34The Federal Reserve ends QT, bringing positive news for altcoins
10月 14, 16:30The Federal Reserve may end quantitative tightening
10月 14, 16:23The Federal Reserve may restart QE
10月 14, 16:19Powell: Labor market risks are increasing, a rate cut in September is reasonable
10月 14, 16:15The third quarter earnings season has started off well.

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