The Kobeissi Letter(@KobeissiLetter):The system is broken. You know the system is broken when stocks FALL after the US unexpectedly adds +162,000 jobs in a month, TRIPLING expectations. Why? Because a strong jobs report means a higher chance of rate hikes. This is the product 60-straight months of 2%+ inflation. Markets now "want" a labor market collapse.

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The Kobeissi Letter@KobeissiLetter

2026.09.04 12:53

The system is broken. You know the system is broken when stocks FALL after the US unexpectedly adds +162,000 jobs in a month, TRIPLING expectations. Why? Because a strong jobs report means a higher chance of rate hikes. This is the product 60-straight months of 2%+ inflation. Markets now "want" a labor market collapse.