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The Kobeissi Letter @KobeissiLetterBREAKING: US-listed ETFs have attracted +$1.2 trillion in inflows year-to-date, the largest amount at this point of the year on record.
This figure is already double the inflows recorded over the same period in 2025.
This has also surpassed every full-year total in history_________________________
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Category Archives: Main Page
Danielle’s biweekly market update
Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets. Here is a direct video link. The chart below shows payment delinquency cycles for US credit cards by age … Continue reading
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Chinese property market in turmoil too
The segment below offers interesting insight into the Chinese real estate cycle as the easy credit era ends. Similar trends are happening around the world, all at the same time. The May Day Golden Week used to be one of … Continue reading
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Price discovery coming for realty sector
Historically it has been typical at the beginning of real-estate downturns for listings to decline as owners try and extend loans rather than sell properties at lower prices. That has happened over the past year with residential and commercial properties. … Continue reading
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