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The Kobeissi Letter
The Kobeissi Letter|Sep 13, 2025 16:56
Apollo on rate cuts into inflation: This week, the Fed will cut rates into rising CPI inflation as seen in both 2021 and the 1970s. Apollo notes that inflation is following a similar path as in the 1970s, which came with 2 distinct peaks in inflation. Will inflation follow a similar trajectory this time around?(The Kobeissi Letter)
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Oct 13, 16:54The probability of a Federal Reserve rate cut in October has risen to 96.7%
Oct 13, 15:37The momentum of the U.S. economy may limit the room for interest rate cuts in 2026.
Oct 13, 11:35Deleveraging on October 10 and 11 is inevitable
Oct 13, 06:51Liquidity has become a high-frequency term in the crypto space.
Oct 13, 05:30Dallas Fed warns Federal Reserve of misjudging the labor market
Oct 12, 08:33The probability of the Federal Reserve cutting interest rates in October is 98.3%.
Oct 12, 07:12This round of plummeting is a bull market reshuffle.
Oct 11, 20:53The stock market and cryptocurrencies are entering a parabolic rise.
Oct 11, 14:35The probability of a Federal Reserve rate cut has surged to 98.3%.
Oct 11, 00:07The probability of the Federal Reserve cutting interest rates by 25 basis points in October is 97.8%.

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