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The Kobeissi Letter
The Kobeissi Letter|3月 12, 2025 14:04
Current market mentality: 1. CPI Inflation Lower Than Expected: Sell stocks, we are entering a recession. 2. CPI Inflation Higher Than Expected: Sell stocks, rate cuts are cancelled. 3. CPI Inflation As Expected: Sell stocks, inflation is not falling. Sentiment is incredibly powerful.
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4月 11, 13:23【The decline in the US and UK bond markets reflects the sell-off of hedge funds】
4月 11, 11:30【The inflow has slowed down slightly】
4月 11, 11:03【JP Morgan Double performs well in revenue and earnings per share】
4月 11, 11:03【Ethereum ETH whale sell-off triggers surrender】
4月 11, 11:01【ETH retests March 2023 low】
4月 11, 10:38【The US dollar index has fallen below the 100 mark】
4月 11, 10:24【BlackRock inflows slow down as market sell-off hits confidence】
4月 11, 09:53【Trump's tariff policy cannot eliminate uncertainty】
4月 11, 09:14【Goldman Sachs raises the likelihood of a US economic recession to 45%】
4月 11, 07:32【Bitcoin shows resilience in market sell-off】

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