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The Kobeissi Letter
BREAKING: Nike stock, $NKE, surges as Vietnam's General Secretary says they "want to cut tariffs down to zero if they are able to make an agreement with the US."
Nike has over 500,00 employees in Vietnam. https://t.co/7rWrFKYMH1
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BREAKING: Nike stock, $NKE, surges as Vietnam's General Secretary says they "want to cut tariffs down to zero if they are able to make an agreement with the US."
Nike has over 500,00 employees in Vietnam. https://t.co/7rWrFKYMH1
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The Kobeissi Letter
BREAKING: President Trump says it would be a "PERFECT time for Powell to cut interest rates."
He said Powell is always "late" but "could now change his image."
Trump is calling for immediate rate cuts as financial markets tank on tariff news. https://t.co/N1xS5mOvoJ
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BREAKING: President Trump says it would be a "PERFECT time for Powell to cut interest rates."
He said Powell is always "late" but "could now change his image."
Trump is calling for immediate rate cuts as financial markets tank on tariff news. https://t.co/N1xS5mOvoJ
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Quiver Quantitative
Senator Rand Paul just proposed a bill that would require the President to get congressional approval for new tariffs.
Do you support this? https://t.co/WKVAB6SjB8
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Senator Rand Paul just proposed a bill that would require the President to get congressional approval for new tariffs.
Do you support this? https://t.co/WKVAB6SjB8
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The Kobeissi Letter
You can not make this up:
Fed Chair Powell is set to speak in 10 minutes and President Trump is publicly calling him out for "late" rate cuts.
We will be providing real-time analysis and updates as Powell's speech begins.
Turn on @KobeissiLetter post notifications to stay ahead.
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You can not make this up:
Fed Chair Powell is set to speak in 10 minutes and President Trump is publicly calling him out for "late" rate cuts.
We will be providing real-time analysis and updates as Powell's speech begins.
Turn on @KobeissiLetter post notifications to stay ahead.
BREAKING: President Trump says it would be a "PERFECT time for Powell to cut interest rates."
He said Powell is always "late" but "could now change his image."
Trump is calling for immediate rate cuts as financial markets tank on tariff news. https://t.co/N1xS5mOvoJ tweet
The Kobeissi Letter
SUMMARY OF FED CHAIR POWELL'S COMMENTS:
1. Tariffs are bigger than expected and risk higher inflation, slower growth
2. "Too soon" to determine appropriate policy path
3. Fed well-positioned to "wait for greater clarity"
4. Tariffs could have a persistent inflation impact
5. Economic impacts of tariffs larger than expected
6. Must ensure price hikes don't lead to ongoing inflation
Just minutes ago, President Trump called on Fed Chair Powell to cut rates immediately.
Things are about to get even more volatile.
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SUMMARY OF FED CHAIR POWELL'S COMMENTS:
1. Tariffs are bigger than expected and risk higher inflation, slower growth
2. "Too soon" to determine appropriate policy path
3. Fed well-positioned to "wait for greater clarity"
4. Tariffs could have a persistent inflation impact
5. Economic impacts of tariffs larger than expected
6. Must ensure price hikes don't lead to ongoing inflation
Just minutes ago, President Trump called on Fed Chair Powell to cut rates immediately.
Things are about to get even more volatile.
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The Kobeissi Letter
Truly incredible:
1. President Trump 10 minutes ago: Fed Chair Powell is always "late" to cut rates, "cut interest rates, Jerome, and stop playing politics!"
2. Fed Chair Powell now: It is "too soon" to determine the appropriate policy path.
Fed Chair Powell and President Trump are publicly fighting about interest rate cuts.
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Truly incredible:
1. President Trump 10 minutes ago: Fed Chair Powell is always "late" to cut rates, "cut interest rates, Jerome, and stop playing politics!"
2. Fed Chair Powell now: It is "too soon" to determine the appropriate policy path.
Fed Chair Powell and President Trump are publicly fighting about interest rate cuts.
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The Kobeissi Letter
WOW.
On Thursday, hedge funds sold stocks at the largest 1-day amount since 2010.
Meanwhile, retail investors bought $4.7 BILLION of stocks on Thursday, a 10+ year high.
Today, the S&P 500 has erased another -$1.5 trillion of market cap, bringing 2-day losses to -$3.5 trillion.
Did retail just get trapped by Wall Street?
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WOW.
On Thursday, hedge funds sold stocks at the largest 1-day amount since 2010.
Meanwhile, retail investors bought $4.7 BILLION of stocks on Thursday, a 10+ year high.
Today, the S&P 500 has erased another -$1.5 trillion of market cap, bringing 2-day losses to -$3.5 trillion.
Did retail just get trapped by Wall Street?
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The Kobeissi Letter
BREAKING: US markets accelerate losses as Fed Chair Powell pushes back on rate cut hopes.
“Higher for longer” and a global trade war, the perfect combination for historic volatility. https://t.co/cVkq5omynv
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BREAKING: US markets accelerate losses as Fed Chair Powell pushes back on rate cut hopes.
“Higher for longer” and a global trade war, the perfect combination for historic volatility. https://t.co/cVkq5omynv
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The Kobeissi Letter
White House official on President Trump's "thinking" right now, per the Washington Post: https://t.co/4vz2CCkr9F
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White House official on President Trump's "thinking" right now, per the Washington Post: https://t.co/4vz2CCkr9F
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The Kobeissi Letter
BREAKING: Warren Buffett says social media reports alleging that he supports the tariffs being implemented are fake.
This comes after President Trump posted a video which said Buffett praised Trump's tariffs. https://t.co/EJmDDi89Fh
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BREAKING: Warren Buffett says social media reports alleging that he supports the tariffs being implemented are fake.
This comes after President Trump posted a video which said Buffett praised Trump's tariffs. https://t.co/EJmDDi89Fh
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