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The Kobeissi Letter

The Kobeissi Letter is a financial publication offering in-depth market analysis, economic commentary, and trading insights. It covers equities, commodities, currencies, and macroeconomic developments, aiming to help investors understand market dynamics. Known for its concise yet data-driven approach, the newsletter is widely followed by traders and analysts seeking timely perspectives on global financial trends.

‘Healthcare Costs Have Never Been Higher’: Medical Prices Up 132% Since 2000, Outpacing Food and Shelter, Says Market Commentator
‘Healthcare Costs Have Never Been Higher’: Medical Prices Up 132% Since 2000, Outpacing Food and Shelter, Says Market Commentator
Dow Futures Rise Despite 'Black Monday' Calls: Market Commentator Says Selloff Worries Are 'Overdone'
Dow Futures Rise Despite 'Black Monday' Calls: Market Commentator Says Selloff Worries Are 'Overdone'
S&P 500 Could Hit 9,000 Without Iran War: Why Kobeissi Letter Sees a ‘Historic Opportunity’ for a ‘Violent Rally’
S&P 500 Could Hit 9,000 Without Iran War: Why Kobeissi Letter Sees a ‘Historic Opportunity’ for a ‘Violent Rally’
Dow Futures Rise Despite 'Black Monday' Calls: Market Commentator Says Selloff Worries Are 'Overdone'
Dow Futures Rise Despite 'Black Monday' Calls: Market Commentator Says Selloff Worries Are 'Overdone'
S&P 500 Could Hit 9,000 Without Iran War: Why Kobeissi Letter Sees a ‘Historic Opportunity’ for a ‘Violent Rally’
S&P 500 Could Hit 9,000 Without Iran War: Why Kobeissi Letter Sees a ‘Historic Opportunity’ for a ‘Violent Rally’
Holiday Hiring Freeze? Employers Pull Back Hard On Seasonal Jobs Says Market Commentator
Holiday Hiring Freeze? Employers Pull Back Hard On Seasonal Jobs Says Market Commentator
AI Could Soon Take a Bigger Bite Out of the US Economy Than You Think, With Annual Revenue Projected to Hit $3.5 Trillion By 2032
AI Could Soon Take a Bigger Bite Out of the US Economy Than You Think, With Annual Revenue Projected to Hit $3.5 Trillion By 2032

The Kobeissi Letter Recent News

Buyers Are Bailing on Home Deals at the Highest Rate in Nearly 3 Years — Here's Why
Buyers Are Bailing on Home Deals at the Highest Rate in Nearly 3 Years — Here's Why
U.S. home contract cancellations reached 14% in July as buyers gained leverage and mortgage costs remained elevated.
'Increasingly Difficult to Read With Confidence': Market Watcher Says on US Jobs Data After 3rd Downward Revision
'Increasingly Difficult to Read With Confidence': Market Watcher Says on US Jobs Data After 3rd Downward Revision
Kobeissi Letter flags repeated downward JOLTS revisions, raising fresh concerns about U.S. labor market data.
US Homebuyers Are ‘Quitting’ as Sellers Outnumber Buyers by 51.3%: Buyer Count Hits Record Low
US Homebuyers Are ‘Quitting’ as Sellers Outnumber Buyers by 51.3%: Buyer Count Hits Record Low
US homebuyers hit a record low as sellers outnumber buyers by 51.3%, giving buyers more negotiating power.
US Full-Time Employment Falls for Fourth Straight Month, Market Commentator Says Labor Market Is 'Weak Beneath the Surface'
US Full-Time Employment Falls for Fourth Straight Month, Market Commentator Says Labor Market Is 'Weak Beneath the Surface'
US full-time employment fell for a fourth straight month in July, highlighting deeper labor market weakness.
US Households Sitting on 'Massive' $20 Trillion Cash Pile Despite Record Stock Exposure, Says Market Commentator
US Households Sitting on 'Massive' $20 Trillion Cash Pile Despite Record Stock Exposure, Says Market Commentator
The Kobeissi Letter says U.S. households hold record cash, stocks and bonds, citing BofA Research data.
US Housing Starts Fall To Lowest Level Since 2020 As Residential Construction Activity 'Rapidly Slows,' Says Kobeissi Letter
US Housing Starts Fall To Lowest Level Since 2020 As Residential Construction Activity 'Rapidly Slows,' Says Kobeissi Letter
Market commentator warns U.S. residential construction is rapidly slowing as housing starts hit a five-year low.
America's Birth Rate Is Crashing While Wall Street Soars: 'Only Asset Owners Can Afford This Economy,' Says Market Commentator
America's Birth Rate Is Crashing While Wall Street Soars: 'Only Asset Owners Can Afford This Economy,' Says Market Commentator
US birth rates are falling as rising wealth and stock market gains increasingly benefit asset owners, Kobeissi Letter says.
AI Memory Boom Powers This Fund To The 'Fastest-Growing ETF' In History, Says Market Commentator, Bitcoin ETF's Record Broken
AI Memory Boom Powers This Fund To The 'Fastest-Growing ETF' In History, Says Market Commentator, Bitcoin ETF's Record Broken
Roundhill's DRAM ETF is the fastest-growing ETF launch in history as the AI-driven memory chip rally is fueling record inflows.
Americans Are Defaulting On Their Student Loans At A Record Pace As 2019 Peak Of $166.8 Billion Eclipsed: 'Crisis Is Intensifying'
Americans Are Defaulting On Their Student Loans At A Record Pace As 2019 Peak Of $166.8 Billion Eclipsed: 'Crisis Is Intensifying'
Rising student loan defaults hit record highs as repayment pressure grows and federal borrowing costs are expected to increase.
Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years— What's Going On?
Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years— What's Going On?
Hedge funds are cutting exposure to U.S. tech stocks at the fastest pace in a decade, led by heavy selling in semiconductors after a historic rally.
Anthony Pompliano Sees 'Manufacturing Boom,' But Rising Costs Stoke Stagflation Fears
Anthony Pompliano Sees 'Manufacturing Boom,' But Rising Costs Stoke Stagflation Fears
U.S. manufacturing continues to expand, but a sharp rise in input costs and ongoing labor contraction are complicating the outlook. While Anthony Pompliano points to a "manufacturing boom," data highlighted by The Kobeissi Letter suggests stagflation risks are quietly building.
Are Semiconductor Stocks The Market's 'North Star'? AI Chip Demand Powers Record Tech Share
Are Semiconductor Stocks The Market's 'North Star'? AI Chip Demand Powers Record Tech Share
Semiconductor stocks are rapidly consolidating power in the U.S. equity market, now accounting for a record share of both market cap and earnings within the technology sector as AI-driven demand accelerates.
Two Full-Time Jobs Are Becoming The New Normal For Nearly Half A Million Americans
Two Full-Time Jobs Are Becoming The New Normal For Nearly Half A Million Americans
The number of Americans holding multiple jobs is rising, with Gen Z increasingly relying on additional income streams to cover living costs.
Palantir Involved in the Capture of Nicolás Maduro? Markets Think Peter Thiel-Linked Company 'Heavily Involved,' Says This Industry Commentator
Palantir Involved in the Capture of Nicolás Maduro? Markets Think Peter Thiel-Linked Company 'Heavily Involved,' Says This Industry Commentator
Shares of Palantir Technologies Inc. (NASDAQ: PLTR) rallied 3.68% on Monday, as speculations continued to swirl regarding the company's possible role in the U.S. operation that led to the capture of Venezuelan President Nicolás Maduro over the weekend.
US Consumer Sentiment Falls To Historic Low: Economic Anxiety Deepens Amid Affordability Crisis, Labor Market Strain
US Consumer Sentiment Falls To Historic Low: Economic Anxiety Deepens Amid Affordability Crisis, Labor Market Strain
U.S. consumer sentiment has plummeted to its lowest level on record as the affordability crisis continues to weigh on wallets, while the cooling job market deepens economic anxieties.
Job Market Pessimism Among Americans Hovers At Record Highs: 'Fears of Unemployment Have Never Been This Elevated'
Job Market Pessimism Among Americans Hovers At Record Highs: 'Fears of Unemployment Have Never Been This Elevated'
Job market pessimism among Americans has reached alarming levels, with a dramatic surge in fears about unemployment and job security in recent weeks.
Amazon, UPS And Intel Lead The Way With Layoffs: Consumer Confidence Takes A Beating As Thousands Of Jobs Face The Ax
Amazon, UPS And Intel Lead The Way With Layoffs: Consumer Confidence Takes A Beating As Thousands Of Jobs Face The Ax
There has been a surge in layoffs across leading U.S.-based companies in recent weeks, signaling growing stress and cracks in the domestic labor market.
'No One Wants Cash Right Now' As Confidence In Fiat Currencies Collapses: Institutional Cash Allocation Drops To Lowest In 12 Years
'No One Wants Cash Right Now' As Confidence In Fiat Currencies Collapses: Institutional Cash Allocation Drops To Lowest In 12 Years
Confidence in fiat currencies is eroding fast, as data points to institutional investors abandoning cash at a record pace.
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