The Kobeissi Letter
Punchy, chart-heavy macro commentary on rates and markets
About
The Kobeissi Letter, written by Adam Kobeissi, covers macro markets, interest rates, inflation data, and the bigger picture connecting Fed policy to stocks, bonds, and commodities. It built a large following partly through social media threads before expanding into a full newsletter.
The style is punchy and chart heavy, aimed at traders who want fast macro context rather than academic economic analysis. It moves daily with whatever's driving markets that day.
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