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The Kobeissi Letter
The Kobeissi Letter|May 25, 2025 22:28
It’s like clockwork: President Trump delays 50% EU tariffs until July 9th. Then, the 10Y Note Yield instantly rises back above 4.55%. Trade deals are no longer containing the bond market.
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Timeline

Jun 24, 17:23【The government's postponement of the briefing has sparked outrage and questioning】
Jun 24, 15:56【The US Securities and Exchange Commission postpones the 21Shares spot Polkadot ETF】
Jun 24, 12:38【Powell will postpone the Fed's interest rate cut as early as July】
Jun 24, 00:21【IKA's release has been postponed to July, adopting the mDrop airdrop program】
Jun 21, 11:36【The Wildcard team AMA has rich content, focusing on token and game releases】
Jun 21, 02:15【Pumpfun postpones token auction due to legal dispute】
Jun 20, 15:05【It's too early for the Federal Reserve to assess the impact of tariffs on the economy】
Jun 20, 13:46【The possibility of delayed announcement and the team's insatiable greed】
Jun 20, 13:37【Pumpfun token auction postponed again to mid July】
Jun 20, 08:56【Shaga TGE postponed from Q2 to Q3】

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