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The Kobeissi Letter
The Kobeissi Letter|5月 12, 2025 12:09
Truly incredible: 1. Trump raises tariffs: Yields rise because inflation is back 2. Trump cuts tariffs: Yields rise because growth is back 3. Trump does nothing: Yields rise because the Fed won't cut rates Today, the bond market becomes Trump and Bessent's top priority.
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Timeline

6月 09, 13:19【Is the bond market in trouble】
6月 03, 22:39【SolarBank plans to include Bitcoin in its fiscal reserves】
6月 03, 15:41【Bitcoin is about to enter the bond market】
6月 02, 13:10【US debt increase may cause bond market turbulence】
6月 01, 18:35【Benson shuts down CBS due to inflation】
6月 01, 05:54【Close the enterprise and open Wal Mart】
5月 23, 02:40【Japan will trigger the next financial crisis】
5月 23, 02:38【Japan will trigger the next financial crisis】
5月 22, 13:38【Repeated abuse of consumers by natural gas intermediaries】
5月 20, 15:19【People expect inflation to intensify】

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