Offshore
Photo
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.
tweet
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.
tweet
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.
tweet
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.
tweet
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.
tweet
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?
tweet
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?
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
The Kobeissi Letter
White House official on President Trump's "thinking" right now, per the Washington Post: https://t.co/4vz2CCkr9F
tweet
White House official on President Trump's "thinking" right now, per the Washington Post: https://t.co/4vz2CCkr9F
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Video
The Kobeissi Letter
President Trump posted this video today:
"Trump is crashing the stock market by 20% this month, but he's doing it on purpose."
"Why is he doing this? To push cash into treasuries."
Our followers have known about this for 3 months, but he's now explicitly stating it. https://t.co/4akpzm2LAw
tweet
President Trump posted this video today:
"Trump is crashing the stock market by 20% this month, but he's doing it on purpose."
"Why is he doing this? To push cash into treasuries."
Our followers have known about this for 3 months, but he's now explicitly stating it. https://t.co/4akpzm2LAw
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: The S&P 500 collapses to a new low of the day, now down -5.3%. https://t.co/wU6LpuAwz7
tweet
BREAKING: The S&P 500 collapses to a new low of the day, now down -5.3%. https://t.co/wU6LpuAwz7
tweet