The Kobeissi Letter
BREAKING: President Trump accuses Fed Chair Powell of "playing politics" and says that "interest rates should be coming down now."
"Europe is cutting rates but our guy wants to play cute," he adds.
Trump also says Powell is "terrible" and Fed officials "are not very smart people."
tweet
BREAKING: President Trump accuses Fed Chair Powell of "playing politics" and says that "interest rates should be coming down now."
"Europe is cutting rates but our guy wants to play cute," he adds.
Trump also says Powell is "terrible" and Fed officials "are not very smart people."
tweet
Offshore
Photo
The Kobeissi Letter
Eliminate the noise and look at what the market is saying:
Despite all of the "fire Powell" headlines, prediction markets have been steady.
There is a mere 25% chance that Jerome Powell is out as Fed Chair in 2025, per @Kalshi. https://t.co/2NbWriiWxZ
tweet
Eliminate the noise and look at what the market is saying:
Despite all of the "fire Powell" headlines, prediction markets have been steady.
There is a mere 25% chance that Jerome Powell is out as Fed Chair in 2025, per @Kalshi. https://t.co/2NbWriiWxZ
tweet
Offshore
Photo
The Kobeissi Letter
Foreign investors are dumping US stocks at a rapid pace:
Investors from overseas withdrew ~$6.5 billion from US equity funds over the last week, the second-largest amount on record.
Net outflows were only below the $7.5 billion seen during the March 2023 Banking Crisis.
According to Apollo, foreigners own a massive $18.5 trillion of US stocks, or 20% of the total US equity market.
Moreover, foreign holdings of US Treasuries are at $7.2 trillion, or 30% of the total.
Investors from abroad also hold 30% of the total corporate credit market, for a total of $4.6 trillion.
Foreign investors want out amid the volatility.
tweet
Foreign investors are dumping US stocks at a rapid pace:
Investors from overseas withdrew ~$6.5 billion from US equity funds over the last week, the second-largest amount on record.
Net outflows were only below the $7.5 billion seen during the March 2023 Banking Crisis.
According to Apollo, foreigners own a massive $18.5 trillion of US stocks, or 20% of the total US equity market.
Moreover, foreign holdings of US Treasuries are at $7.2 trillion, or 30% of the total.
Investors from abroad also hold 30% of the total corporate credit market, for a total of $4.6 trillion.
Foreign investors want out amid the volatility.
tweet
Offshore
Photo
Investing visuals
🚨 $NFLX Q1 Earnings 🚨
• Earnings $10.54B vs Est. $10.52B
• EPS $6.61 vs Est. $5.71
• Operating Margin 32% vs Est. 29%
Q2 Guidance
• Earnings $11.04B vs Est. $10.88B
• EPS $7.03 vs Est. $6.24
• Operating Margin 33% https://t.co/XVuItXWsCH
tweet
🚨 $NFLX Q1 Earnings 🚨
• Earnings $10.54B vs Est. $10.52B
• EPS $6.61 vs Est. $5.71
• Operating Margin 32% vs Est. 29%
Q2 Guidance
• Earnings $11.04B vs Est. $10.88B
• EPS $7.03 vs Est. $6.24
• Operating Margin 33% https://t.co/XVuItXWsCH
tweet
Offshore
Photo
App Economy Insights
$NFLX Netflix Q1 FY25:
• Revenue +13% Y/Y to $10.5B ($40M beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $6.61 ($0.95 beat).
FY25 Guidance:
• Revenue ~$44B (unchanged).
• Operating margin 29% (unchanged). https://t.co/eXQarDGwOe
tweet
$NFLX Netflix Q1 FY25:
• Revenue +13% Y/Y to $10.5B ($40M beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $6.61 ($0.95 beat).
FY25 Guidance:
• Revenue ~$44B (unchanged).
• Operating margin 29% (unchanged). https://t.co/eXQarDGwOe
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: ASML Holding $ASML Q1 Earnings Report🎯
Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
___
Net bookings: €3.9B (EUV €1.2B)
___
Guidance 👌🏽
Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
tweet
RT @DimitryNakhla: ASML Holding $ASML Q1 Earnings Report🎯
Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
___
Net bookings: €3.9B (EUV €1.2B)
___
Guidance 👌🏽
Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
tweet