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C-137
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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 Sumali Temmuz 2023
326 Sinusundan421 Mga Tagasunod

@KobeissiLetter Iran seems to be pushing for a ground troop invasion - there has been more response to no threats regarding troops being send to the ME
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@drpenking These are daughters of men !! There weren’t supposed to be bo*rn at:
Chaos after Chaos
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@TrainThotty Lord save these DAUGHTERS OF MEN:
Life has become so cheap:
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@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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