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The Kobeissi Letter
Channel@thekobeissiletter
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The Kobeissi Letter for the week of August 24th has been published and may be viewed through the link below: https://t.co/9c65UCfNau The Chart of the Week for the week of August 24th has been published. View or sign up for FREE through the link below: https://t.co/lFT7Stj4p1 ( @TheKobeissiLetter )
We don't have enough power. AI chip-driven electricity demand is projected to surge to a record ~315 gigawatts globally by 2033. That would represent an increase of more than +1,100% since 2025. The US is expected to account for ~64% of this new AI electricity demand, or ~200 GW. Meanwhile, AI data centers are also put…
Treasuries now offer more income than almost every S&P 500 stock: Just ~3% of S&P 500 stocks now have dividend yields higher than the 10Y Treasury Note yield, the lowest proportion since May 2007. This marks one of the lowest readings on record in data going back to the early 1970s. This percentage has declined -40 poi…
US manufacturing activity is rapidly expanding: The Philadelphia Fed Manufacturing Index of current business conditions rose +6.0 points in August, to 47.4, its highest since April 2021. This is a survey of manufacturers across eastern and central Pennsylvania, southern New Jersey, and Delaware. At the same time, the i…
Emerging market currencies are strengthening: The MSCI Emerging Markets Currency Index rose +0.3% on Friday, to 1,917 points, an all-time high. The gauge has now risen for 8 consecutive weeks, the longest streak since September 2021. Over this period, the index has surged +3.3%, driven by weakness in the US Dollar. At …
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As of our latest crawl on 2026-08-22, the channel reports about 9,750 members. The count refreshes automatically every time we re-check the profile.
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