Pre-doom
https://x.com/KobeissiLetter/status/1907064949563695333
X (formerly Twitter)
The Kobeissi Letter (@KobeissiLetter) on X
Markets are pricing-in a recession:
Over the last 11 weeks, the 10-year note yield has fallen 65 basis points in a massive reversal.
Meanwhile, 1 and 3-month annualized inflation metrics have risen to 4%+.
Rates are FALLING while inflation is RISING.
…
April 1, 2025 433
