The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
Joined June 2015
595 Following 2.6M Followers
The bond market situation is crazy.
While everyone focuses on AI, US borrowing rates just hit the highest level since June 2007.
Credit card "serious delinquencies" are at the highest since 2010 and mortgage rates could near 8%.
What's happening? Let us explain.
(a thread)
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