The Kobeissi Letter(@KobeissiLetter):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)

The Kobeissi Letter

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The Kobeissi Letter@KobeissiLetter

2026.08.01 15:35

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)