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The Kobeissi Letter
RT @TKL_Adam: The collapse of bond prices amid a tariff-induced recession will be studied for years to come.
Higher rates combined with GDP contraction is a lethal combination. https://t.co/AlsOgdU5Cn
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RT @TKL_Adam: The collapse of bond prices amid a tariff-induced recession will be studied for years to come.
Higher rates combined with GDP contraction is a lethal combination. https://t.co/AlsOgdU5Cn
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BREAKING: Oil prices fall below $57 for the first time since February 2021 as markets price in a global recession. https://t.co/MxYJZYgOAW
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BREAKING: Oil prices fall below $57 for the first time since February 2021 as markets price in a global recession. https://t.co/MxYJZYgOAW
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BREAKING: Bitcoin falls below $75,000 as crypto markets erase -$500 billion since the April 2nd high. https://t.co/uFBKUms881
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BREAKING: Bitcoin falls below $75,000 as crypto markets erase -$500 billion since the April 2nd high. https://t.co/uFBKUms881
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App Economy Insights
RT @EconomyApp: The steepest US tariffs in a century are in.
📦 Hundreds of goods hit.
🌏 China, Vietnam, and the EU—targeted.
🔍 What sparked it—and who pays the price?
https://t.co/Fhs4nKAGaP
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RT @EconomyApp: The steepest US tariffs in a century are in.
📦 Hundreds of goods hit.
🌏 China, Vietnam, and the EU—targeted.
🔍 What sparked it—and who pays the price?
https://t.co/Fhs4nKAGaP
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The Kobeissi Letter
You can't make this up:
The 10-year note yield now up +60 basis points in 48 hours.
At this rate, we will have 8% mortgages and a recession by the end of the month.
Talk about a turn of events. https://t.co/TrxGP1wKxl
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You can't make this up:
The 10-year note yield now up +60 basis points in 48 hours.
At this rate, we will have 8% mortgages and a recession by the end of the month.
Talk about a turn of events. https://t.co/TrxGP1wKxl
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BREAKING: President Trump's "reciprocal tariffs" have officially gone LIVE with US tariffs now in effect on 185+ countries.
The US is now collecting a massive 104% tariff on Chinese goods. https://t.co/QKAmb2IPAL
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BREAKING: President Trump's "reciprocal tariffs" have officially gone LIVE with US tariffs now in effect on 185+ countries.
The US is now collecting a massive 104% tariff on Chinese goods. https://t.co/QKAmb2IPAL
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WOW.
The 10-year note yield just surged another 10 basis points in a matter of minutes as "reciprocal tariffs" went live.
It's now ABOVE 4.50% and 75 basis points above levels seen when the "Fed pivot" began in September 2024.
Something is about to break. https://t.co/IDnp4VDd6T
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WOW.
The 10-year note yield just surged another 10 basis points in a matter of minutes as "reciprocal tariffs" went live.
It's now ABOVE 4.50% and 75 basis points above levels seen when the "Fed pivot" began in September 2024.
Something is about to break. https://t.co/IDnp4VDd6T
You can't make this up:
The 10-year note yield now up +60 basis points in 48 hours.
At this rate, we will have 8% mortgages and a recession by the end of the month.
Talk about a turn of events. https://t.co/TrxGP1wKxl tweet
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The Kobeissi Letter
BREAKING: S&P 500 futures extend decline to -100 points as "reciprocal tariffs" officially go live.
That's a -380 point drop over the last 12 hours in one of the largest bull traps in history. https://t.co/ckf7aRw2GS
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BREAKING: S&P 500 futures extend decline to -100 points as "reciprocal tariffs" officially go live.
That's a -380 point drop over the last 12 hours in one of the largest bull traps in history. https://t.co/ckf7aRw2GS
The BULL trap:
We just witnessed the biggest bull trap of 2025 with the S&P 500 erasing a ~4.5% rally in ~3 hours.
Between 10:30 AM ET and 3:15 PM ET, the S&P 500 erased -$2.3 TRILLION of market cap.
Bull traps are TEXTBOOK signs of a bear market.
(a thread) https://t.co/sGIqMRluiE tweet
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RT @TKL_Adam: Something is breaking as we speak:
The 10-year note yield just extended its 3-day rally to +15% and broke above 4.50% for the first time since February 20th.
Last time yields were this high?
The S&P 500 was +1,200 points higher than it is now.
Something doesn't add up here. https://t.co/doARKI2g3j
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RT @TKL_Adam: Something is breaking as we speak:
The 10-year note yield just extended its 3-day rally to +15% and broke above 4.50% for the first time since February 20th.
Last time yields were this high?
The S&P 500 was +1,200 points higher than it is now.
Something doesn't add up here. https://t.co/doARKI2g3j
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