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The Kobeissi Letter
The Kobeissi Letter|10月 26, 2025 13:45
This week is going to be action packed: As the government shutdown nears day 30, the Fed will release their interest rate decision on Wednesday. We will then hear from Fed Chair Powell in a highly anticipated statement amid the data blackout. On top of this, Microsoft, Google, Meta, Apple, and Amazon will all be reporting earnings. That's earnings for 15.2 TRILLION in market cap worth of big tech stocks. All while President Trump meets with China's President Xi on Thursday, 48 hours before his 100% tariff is set to go "live." Buckle up for a wild week.(The Kobeissi Letter)
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Timeline

11月 25, 03:10Market sentiment has improved due to expectations of interest rate cuts.
11月 25, 02:34Powell may decide to cut interest rates but signal no further rate cuts in the future.
11月 25, 00:06Google plans to directly sell TPUs to Meta
11月 24, 18:54Expectations for a rate cut in December are increasing.
11月 24, 16:08Amazon plans to invest up to 50 billion to expand AI
11月 24, 13:27Federal Reserve's Waller supports a rate cut in December
11月 23, 06:30Financial reports debunk myths in multiple industries
11月 22, 14:26The current policy is in a moderately tight range.
11月 22, 11:31STBL is highly regarded, future trends of stablecoins.
11月 21, 22:53Federal Reserve extends consultation period for stress test improvement plan

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