The Kobeissi Letter
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Trump threatens halting trade if Fed skips rate cut on Sept. 16
September 16 is positioned as a high-volatility macro event for risk assets. Key points: the White House is threatening to halt trade with all U.S....
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Trump urges Fed to cut rates after strong August jobs report
President Trump urged the Federal Reserve to cut interest rates after the August jobs report exceeded expectations by roughly threefold. He added a...
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Strong US jobs beat sparks stock selloff on rate hike fears
Stocks fell after the US added 162,000 jobs in a month, triple expectations. A stronger labor market increases the probability of interest rate...
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Markets price 53% chance of Fed rate hike on September 16
The August jobs report exceeded forecasts by a wide margin, shifting market odds toward a Federal Reserve rate hike at the September 16 meeting....
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US economy adds 162,000 jobs in August, beating forecasts
The US economy added 162,000 jobs in August versus expectations of 55,000. The unemployment rate was 4.1%, matching forecasts. July’s jobs figure...
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Bitcoin tops $80,000, up $23,000 since July 1 low
Bitcoin surpassed $80,000 as the crypto rally gained momentum. The Kobeissi Letter reports a $23,000 rise since the July 1 low, indicating a strong...
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Trump weighs declaring Iran war over after aides warn of risks
The Wall Street Journal reports that President Trump is holding private discussions with senior aides on potentially declaring the Iran war over....
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US Mint launches 2026 Donald Trump $1 coin into circulation
The US Mint announced the launch and circulation of the “2026 President Donald J. Trump $1 Coin.” Sales open at 12 PM ET. This is the first time a...
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Dell shares jump 9% on AI-driven earnings beat
Dell stock (DELL) rose more than 9 percent after reporting earnings that exceeded expectations, driven by demand related to artificial intelligence.
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US military strikes Iranian targets near Strait of Hormuz, oil jumps
U.S. officials report that the U.S. military has begun striking Iranian targets near the Strait of Hormuz. Oil prices in the United States are...
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Markets price in Democratic sweep of House and Senate in 2026
Prediction markets now price a Democratic “trifecta” in the 2026 U.S. midterms as the base case: Democrats sweeping both the House and Senate. Less...
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Japan’s 10-year bond yield tops 3% for first time since 1996
Japan’s 10-year government bond yield moved above 3.00 percent for the first time since 1996. The move followed reports that US Treasury Secretary...
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Iran launches ballistic missiles at US airbase in Jordan
US officials report that Iran launched ballistic missiles at a US airbase in Jordan. The attack is described as retaliation for US strikes on...
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US strikes Iran push Brent crude above $90 per barrel
Brent crude oil rises above $90 per barrel after US strikes on Iranian targets. US officials state the strikes aim to prevent deployment of sea...
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US records largest primary deficit at 3.59% of GDP among peers
The US primary budget deficit: scale and global comparison
The United States is running a primary budget deficit of -3.59% of GDP. Primary deficit...
