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The Kobeissi Letter|6月 08, 2025 14:39

Key Events This Week: 1. Atlanta Fed GDPNow data - Monday 2. May CPI Inflation data - Wednesday 3. 10-Year Note Auction -Wednesday 4. May PPI Inflation data - Thursday 5. Michigan Inflation Expectations data - Friday 6. Michigan Consumer Sentiment data - Friday This marks the last week of inflation data before the June Fed meeting.

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Timeline

7月 08, 07:52【There may be 10000 kills in the next few days】

7月 07, 10:00【A week of relatively calm macro events】

6月 27, 19:22【Russell's rebalancing may become a liquidity event】

6月 20, 10:43【The market is still in a bearish state】

6月 18, 19:23【Market positioning continues to decline】

6月 12, 08:12【The auction of US treasury bond bonds affects the demand of BTC as an alternative asset】

6月 11, 10:59【Pay attention to the performance of 10-year and 30-year US Treasury bonds】

6月 06, 06:02【Large auction of US bonds and the largest treasury bond bond repurchase in history】

6月 05, 16:00【Cross order matching based on opening price】

6月 03, 17:05【The auction is coming to an end, and the bids are getting higher and higher】

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