Current situation: 1. Oil prices are below 59/barrel for the first time since May 2. 10Y Note Yield is down 10 basis points to 4.05% 3. Natural gas prices are down -5% to new monthly lows 4. Copper prices are down -5% in biggest drop since July 5. The Fed is expected to cut rates 3 times in 2025 6. S&P 500 is still trading up over +32% in 6 months Is the trade war accomplishing all of Trump's goals at once?(The Kobeissi Letter)