Independent macro research firm The Kobeissi Letter points out that the US economy is currently facing a complex situation due to a confluence of factors, and calls the following a "heads-up" to remind investors to adjust their strategies accordingly

2026-09-10

Independent macro research firm The Kobeissi Letter points out that the US economy is currently facing a complex situation due to a confluence of factors, and calls the following a "heads-up" to remind investors to adjust their strategies accordingly. The firm notes that the market is currently facing: 1. President Trump's provision of $5,000 "bonus" checks to all American adults; 2. Oil prices have officially returned to above $100 per barrel; 3. Total US debt has surpassed a record $40 trillion; 4. Inflation has remained above 2% for 60 consecutive months; 5. One of the greatest technological revolutions in modern history; 6. The Federal Reserve faces pressure to cut interest rates as inflation remains above target.