고정된 트윗
C-137
1.3K posts

C-137
@AsstSecStateTM
For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right.
On Mars 가입일 Temmuz 2023
326 팔로잉419 팔로워

@KobeissiLetter Trump announces things to make Rick people close to him: Hilarious
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Bond markets are telling the future:
1. Trump paused tariffs with the 10Y Yield at 4.60%
2. Trump bought $200 billion of mortgage bonds with the 10Y Yield at 4.30%
3. Trump delayed Iran strikes with the 10Y Yield at 4.45%
4. Trump further delayed Iran strikes with the 10Y at 4.45%
Trump knows the bond market is existential.
The Kobeissi Letter@KobeissiLetter
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This is truly historic:
In just 27 days of the Iran War, the discussion has now become about Fed rate HIKES.
Just weeks ago, investors were debating how many rate cuts the Fed would implement in 2026.
Now? There's a 48% chance of an interest rate HIKE by January 2027.
And, the base case now shows interest rates UNCHANGED through September 2027.
This is one of the fastest shifts in Fed expectations since the 2020 pandemic, and the labor market has only weakened since.
2026 is going to be a wild year.

The Kobeissi Letter@KobeissiLetter
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@sarkasticsharma @grok 😂😂 the internet was not supposed to be used like this walaaaa
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@spectatorindex Israel just hit Iran: Oil will be up more than yesterday for sure
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@KobeissiLetter So the War between Israel & Iran continues, Trump going on Media suggesting a Cease fire: What does this mean about USA 🇺🇸 Israel 🇮🇱 relations ?
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@MattWallace888 Is it just me or ? I thought the mist is from the Jet Engines until I checked again !! What’s going on ?
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@akafaceUS This is a free spirit 😂 doesn’t give a sh** what’s around 😂
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@KobeissiLetter It’s only been 20 days, Country really do Shake when throats are been hung by a tiny thread.
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BREAKING: The Philippines has declared a state of national energy emergency due to a severe shortage of oil amid the Iran War.
Details include:
1. The Philippines imports 98% of its oil from the Gulf, with gas prices up over +100% since February 28th
2. The government is also handing out 5,000 pesos ($83) to motorcycle taxi drivers and transport workers
3. The Philippines has become the first country in the world to declare a state of national energy emergency due to the war
Asia is facing a major energy crisis right now.
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@KobeissiLetter China has been very good and keeping their fingers in their own country:
Unlike the US who now have their fingers & toes all over the globe
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China is building out its power grid at an unprecedented pace:
China's two largest power grid firms issued a record $131 billion of bonds in 2025.
This has more than DOUBLED since 2024, posting the 2nd consecutive annual increase.
State Grid alone issued $110 billion, almost TRIPLING the previous year's total.
So far in 2026, State Grid and China Southern Power Grid have raised another $13.5 billion in bond sales.
The State Grid network covers over 80% of the country and supplies electricity to more than 1 billion people.
China is all-in on energy expansion.

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