с 20 июля 2026 по 12 октября 2026 · минимум 8 860 · максимум 10 500
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BREAKING: Ukraine's President Zelensky says President Trump's decision to lift sanctions on Russia and allow it to export diesel was "not fair and not honest," per Axios. "You know, it looks like a happy birthday present for Putin. It looks absolutely terrible," Zelensky said. https://t.co/BlKlFfTL74 ( @TheKobeissiLetter )
The cost of consumer credit is rising. The average interest rate on a US credit card rose +0.2 percentage points in August, to 22.36%, its highest level in 12 months. This is now only 1.0 percentage point below the record 23.37% set in August 2024. Since 2021, the average credit card interest rate has surged +6.5 percentage points. By comparison, the 5-year average before the 2020 pandemic was 14.94%. Meanwhile, the…
BREAKING: President Trump says Russia’s President Putin has agreed to deliver 3 million tons of diesel fuel to the US. https://t.co/MHjkfkhA0V ( @TheKobeissiLetter )
AI will become one of the largest spending categories in the US economy: AI services are projected to account for a record 8.8% of US GDP in 2032. This estimate shows how much businesses and consumers are expected to spend per year on the services of AI companies. This also implies AI companies would generate ~$3.5 trillion in annual revenue by 2032. By comparison, US consumer spending on food accounts for a similar…
BREAKING: China’s central bank officially bought +23 tonnes of gold in September, its largest monthly purchase since September 2023. This follows +20 tonnes purchased in both August and July, and marks its 23rd consecutive monthly gold purchase. So far in 2026, China has officially acquired +103 tonnes of gold, raising total holdings to a record 2,410 tonnes. China is now the world’s 5th-largest gold holder,…
AI stocks are driving the entire stock market. The "AI Winners Index" is up +58% year-to-date, nearly matching its record set in June. The index covers semiconductors, memory, data centers, networking, power, and AI application companies. At the same time, the S&P 500 Ex-AI Enablers Index has increased just +5%, underperforming by 53 percentage points. Meanwhile, the semiconductor index is up +78% over the same…
BREAKING: Market expectations for an October rate pause rise to a new high of 85%. Back-to-back Fed rate hikes now appear to be a highly unlikely. https://t.co/q6JbrpyHtj ( @TheKobeissiLetter )
The S&P 500 hit an all-time high on Tuesday for the first time since August 13th. However, since the previous record, only 4 sectors have posted positive returns. Technology led at+6.8%, followed by Energy at +4.4%, Communication Services at +1.2%, and Healthcare at +0.6%. Therefore, only 3 sectors have outperformed the S&P 500 over this period. On the other hand, Industrials, Real Estate, and Financials have lagged…
BREAKING: Total consumer credit rose +$8.3 billion in August, to a record $5.19 trillion. This marks the 14th consecutive monthly increase, totalling +$154 billion. Since the start of 2022, consumer credit has risen +$684 billion. Non-revolving credit, covering auto and student loans, rose +$13.1 billion in August, to $3.84 trillion, an all-time high. Meanwhile, revolving credit, which includes credit cards, fell…
We are about to witness one of the biggest disruptions in the history of the telecom and internet industry. For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service. SpaceX, $SPCX, is about to change that. This is a clear wake up call to the current giants of the industry. Evolve or you will be left behind. ( @TheKobeissiLetter )