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The Kobeissi Letter
The Kobeissi Letter|May 09, 2025 17:20
Stagflation has become the base case, even for the Fed.
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Timeline

Jun 07, 15:55【52% of American consumers are unable to pay $2000 for emergency expenses】
Jun 07, 05:36【Bitcoin retraces 100000 with certainty】
Jun 07, 03:09【The US Treasury Department executes a 10 billion euro debt buyback】
Jun 07, 00:04【The Federal Reserve suffered losses due to pressure from the central bank to raise interest rates】
Jun 06, 23:01【Strong employment data puts pressure on US Treasury bonds】
Jun 06, 13:09【The Federal Reserve's interest rate cut bet decreases】
Jun 06, 12:56【The unemployment rate in the United States is on the rise】
Jun 06, 12:37【The Federal Reserve is expected to cut interest rates in September and December】
Jun 06, 12:36【The Federal Reserve is expected to cut interest rates in September and December】
Jun 06, 11:11【Employment and unemployment data have limited impact on Federal Reserve policies】

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