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The Kobeissi Letter
The Kobeissi Letter|Oct 26, 2025 13:45
This week is going to be action packed: As the government shutdown nears day 30, the Fed will release their interest rate decision on Wednesday. We will then hear from Fed Chair Powell in a highly anticipated statement amid the data blackout. On top of this, Microsoft, Google, Meta, Apple, and Amazon will all be reporting earnings. That's earnings for 15.2 TRILLION in market cap worth of big tech stocks. All while President Trump meets with China's President Xi on Thursday, 48 hours before his 100% tariff is set to go "live." Buckle up for a wild week.(The Kobeissi Letter)
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Timeline

Nov 25, 13:37Federal Reserve Governor Calls for Significant Rate Cuts
Nov 25, 13:36Besent stated that the next Federal Reserve Chair needs to 'simplify matters.'
Nov 25, 13:25Federal Reserve Governor Milan calls for significant rate cuts
Nov 25, 13:24Federal Reserve Governor Milan calls for lowering mortgage rates
Nov 25, 13:13Federal Reserve governors seem inclined to cut interest rates.
Nov 25, 13:13Federal Reserve governors lean toward cutting interest rates
Nov 25, 13:10Plan to increase the proportion of U.S. Treasury bonds in the balance sheet
Nov 25, 13:07Federal Reserve Chair candidate interviews enter the final stage
Nov 25, 13:06Federal Reserve governors recommend lowering interest rates to a neutral level
Nov 25, 12:26Meta considers using Google chips or impacting NVIDIA

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