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The Kobeissi Letter
The Kobeissi Letter|May 05, 2025 19:02
JUST IN: Money market fund assets under management have hit a record 7.4 trillion. This now reflects ~15% of the S&P 500's market cap, up from 13% in February. Over the last 2 years, total assets have risen by a whopping 2 trillion. This is despite the Fed cutting rates by
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Jun 04, 15:41【New Bitcoin Whale Group Accumulates at Record Speed】
Jun 04, 15:30【Trump forces the Federal Reserve to cut interest rates】
Jun 04, 09:03【Increased job vacancies boost risk sentiment】
Jun 04, 04:41【US treasury bond bonds reached a record 36 trillion】
Jun 03, 21:36【MARA mines a record 950 BTC in May】
Jun 03, 18:44【The Federal Reserve seeks cover for resuming interest rate cuts】
Jun 03, 18:08【The market is relatively calm, and Trump has not made a big move】
Jun 03, 18:06【Trump tariff affects market trend】
Jun 03, 15:45【The market significantly reduces the bet on interest rate cuts in 2025】
Jun 03, 10:13【The likelihood of the Federal Open Market Committee cutting interest rates is less than 5%】

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