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The Kobeissi Letter
The Kobeissi Letter|5月 12, 2025 12:48
Sentiment check: The last time US tariffs on China were this high, the S&P 500 was ~200 points lower, 4 Fed rate cuts were expected in 2025, and Wall Street was calling for a recession. Sentiment is everything.
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6月 11, 12:47【Price of 10-year treasury bond bonds fell】
6月 11, 12:43【The interest rate cut is faster than you imagine】
6月 11, 12:42【US CPI in May increased by 2.4% year-on-year】
6月 11, 12:42【The decline in car and clothing prices has led to a lower than expected core CPI】
6月 11, 12:40【US CPI just fell, inflation slows down】
6月 11, 12:40【US inflation rises in May】
6月 11, 12:39【Core month on month printing is below 0.25%】
6月 11, 12:38【The US CPI data is 2.4%】
6月 11, 12:37【Core CPI is weak, market risk will like this】
6月 11, 12:36【Mild response to positive news and CPI decline in the United States/China】

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