X @Zhu Su
Zhu Suยท2025-09-02 16:30
RT The Kobeissi Letter (@KobeissiLetter)This is the definition of broken:In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%.We have RISING interest rates as markets "price-in" Fed interest rate CUTS.Do you realize what's happening?(a thread) https://t.co/AKt5KG0qx3 ...