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The Kobeissi Letter
The Kobeissi Letter|9月 21, 2025 18:28
The FY 2025 US deficit will exceed 2 trillion: With monthly US deficits now exceeding 300 BILLION, tariff revenue is barely making a 10% dent in the US deficit. At the current pace, we could see a 2.7 TRILLION US deficit in 2026. What is the long-term plan here? (The Kobeissi Letter)
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Timeline

10月 21, 15:56Credit issues may trigger forced stock sales
10月 21, 15:10The U.S. market and U.S. time are the most noteworthy.
10月 21, 09:15U.S. cryptocurrency investors lost 3,000,000 XRP
10月 21, 06:43The room for further increases in U.S. Treasury bonds will weaken.
10月 21, 04:30U.S. ETF flows: BTC and ETH sold off
10月 21, 04:22Mainstream coins have started dropping for no apparent reason again.
10月 21, 01:01The issuance of leveraged stock ETFs is skyrocketing.
10月 20, 17:24The proportion of gold in central bank reserves has reached its highest level.
10月 20, 17:01The second longest government shutdown in U.S. history.
10月 20, 13:11Goldman Sachs expects the U.S. September CPI to rise 0.3% month-on-month.

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