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The Kobeissi Letter
The Kobeissi Letter|4月 12, 2025 13:40
Since President Trump's "Great Time To Buy" Advice: 1. 90-day reciprocal tariff pause has been announced 2. Fed said "absolutely" ready to stabilize market if needed 3. Reciprocal tariff exemptions on smartphones, computers, chip-making equipment announced 4. Trump asked China to request negotiation call 5. S&P 500 adds +3.5 trillion in market cap What a time to be alive.
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Timeline

5月 12, 11:49【Federal Reserve's attitude towards tariffs awaiting data】
5月 11, 21:30【The relationship between shortage index, inflation, and economic output】
5月 10, 17:09【Federal Reserve researches modeling of tariff transfer】
5月 10, 12:02【China leaves US trade negotiations due to tariff issues】
5月 09, 19:25【Walsh suggests that the Fed's tariff rhetoric implies damage to credibility】
5月 09, 13:43【India Pakistan Border Conflict Rises, US China Trade Negotiations Launch】
5月 09, 12:49【The permanent repurchase tool is about to undergo routine operations】
5月 09, 11:13【The Federal Reserve will not engage in quantitative easing】
5月 09, 10:52【The Federal Reserve maintains interest rate and cryptocurrency related dynamics】
5月 09, 09:58【Tariffs push up inflation and slow down the economy, the Federal Reserve may face difficulties】

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