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The Kobeissi Letter
The Kobeissi Letter|10月 03, 2025 04:44
There will be NO jobs report tomorrow. 2 weeks after the Fed cut rates due to a weak labor market, jobs data has been indefinitely suspended. Until the government shutdown ends, there will be no BLS labor data. We're 26 days from the next Fed meeting with tomorrow's suspended jobs report being the final one before their next meeting. So, the Fed is cutting rates into rising inflation due to a weak labor market, but we can no longer receive KEY labor market data. And, when we do receive the data, it is revised down 2 times before it's considered "accurate." The system is broken.(The Kobeissi Letter)
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11月 01, 09:10The United States has added +$100 billion in federal debt within 4 days.
11月 01, 07:00Federal Reserve rate cuts and $1 trillion perpetual contract trading volume
11月 01, 03:55The fourth quarter will rewrite the investment portfolio
11月 01, 00:28Bitcoin closed down for the first time in October.
10月 31, 23:00The Federal Reserve cuts interest rates by 0.25%
10月 31, 20:00‘Uptober’ is good news for stocks and bonds.
10月 31, 16:54The Federal Reserve cuts interest rates by 25 basis points, risk sentiment remains fragile
10月 31, 14:47The probability of the Federal Reserve cutting interest rates in December has dropped to 50%.
10月 31, 13:08The Federal Reserve will need to start purchasing assets.
10月 31, 13:00Federal Reserve's Logan says a rate cut in December may face challenges

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