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The Kobeissi Letter
The Kobeissi Letter|9月 02, 2025 16:59
You can't print your away out of this anymore: US M2 Money Supply is now growing at a +5.1% annualized rate of change. It should be no surprise that Core CPI inflation is back above 3.0%, AND rate cuts are on the way. After 10 years of 3% inflation, the US Dollar loses 25%+ of its purchasing power. This is on top of the ~20% in value that the US Dollar has lost since 2020. Own assets or you will be left behind.(The Kobeissi Letter)
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Timeline

10月 02, 14:36The inflation rate has exceeded the target and is on an upward trend.
9月 30, 07:20The Reasons Why Gold and Silver Struggle to Rise
9月 29, 19:36The US dollar is experiencing its worst year since 1973.
9月 29, 13:29Goldman Sachs is optimistic about the stock market, downgrades credit rating
9月 29, 02:32The price of gold hits a record high
9月 26, 12:35Cloudfare launches new USD stablecoin
9月 26, 10:11Risks of Cryptocurrency Adoption in Emerging Markets May Undermine Financial Stability
9月 25, 19:51The U.S. M2 money supply has reached a record growth.
9月 25, 12:51The number of initial jobless claims in the United States has decreased, while the unemployment rate has risen to a four-year high.
9月 24, 08:39Market sentiment shifts from panic to adjustment

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