According to The Kobeissi Letter, President Trump announced via Truth Social that he will sign an Executive Order to reduce drug prices by 30% to 80% tomorrow (source: The Kobeissi Letter, May 11, 2025). This policy is expected to significantly impact pharmaceutical stocks, potentially leading to heightened volatility and selloffs in the healthcare sector. Crypto traders should monitor for increased capital rotation out of pharma stocks and into digital assets, as regulatory shocks often spur safe-haven demand for Bitcoin and Ethereum during market uncertainty.

According to The Kobeissi Letter, President Trump announced on Truth Social that he will sign an Executive Order to reduce drug prices by 30% to 80%, a move expected to significantly impact pharmaceutical stocks and influence broader market sentiment. This development could lead to increased volatility in healthcare equities (source: The Kobeissi Letter, May 11, 2025). Crypto markets may experience a risk-off reaction if stock market turbulence spills over, especially as investors seek alternative assets amid regulatory and policy uncertainty surrounding major sectors.

According to The Kobeissi Letter, despite the announcement of a US-China trade deal and a 90-day pause on tariffs, the 10-year Treasury yield is approaching 4.50% even as inflation data trends downward (source: @KobeissiLetter, May 11, 2025). Persistent high yields signal that interest rates remain elevated, which continues to pressure both traditional markets and cryptocurrencies. Crypto traders should monitor bond yields closely, as sustained high rates can reduce risk appetite and liquidity in digital asset markets. The expectation for rate cuts remains unmet, increasing volatility and downside risk across crypto assets.

According to The Kobeissi Letter, despite the announcement of a US-China trade deal and a 90-day pause on tariffs, US 10-year Treasury yields are approaching 4.50% while inflation data shows a decline. The persistent high yields indicate that interest rates remain elevated, which is unfavorable for President Trump’s economic agenda that depends on lower rates (source: The Kobeissi Letter, May 11, 2025). For crypto traders, continued high yields may limit capital inflow into risk assets like Bitcoin and altcoins, as investors seek better returns in traditional fixed income markets. Monitoring bond yields is critical for assessing future crypto market momentum.

According to The Kobeissi Letter, US stock market futures surged nearly 1.5% following official White House confirmation that a US-China trade deal has been reached (source: The Kobeissi Letter, May 11, 2025). For crypto traders, this development signals increased risk-on sentiment across global markets, potentially driving short-term momentum in Bitcoin and altcoins as correlations between equities and crypto remain elevated during major macroeconomic announcements (source: Arcane Research, 2024). Market participants should monitor volatility and liquidity conditions closely, as renewed optimism may lead to increased inflows into digital assets.

According to The Kobeissi Letter, US stock market futures surged nearly 1.5% following the White House's announcement that a US-China trade deal has been reached (source: @KobeissiLetter, May 11, 2025). This concrete development is expected to boost global risk appetite, which historically correlates with increased volatility and trading volumes in the cryptocurrency market. Traders are watching for potential inflows into digital assets like Bitcoin and Ethereum as sentiment improves across risk markets, creating new short-term trading opportunities.

According to The Kobeissi Letter (@KobeissiLetter), the weekly market analysis and 'Chart of the Week' published for May 12, 2025, highlight critical macroeconomic trends and price movements across major assets. The report examines equities volatility and interest rate shifts, directly influencing Bitcoin and altcoin sentiment as traders adjust crypto portfolios in response to stock market signals. The Kobeissi Letter notes recent S&P 500 fluctuations and bond yields as factors impacting crypto asset flows, underlining the need for active risk management and close monitoring of cross-market correlations. Source: The Kobeissi Letter Twitter, May 11, 2025.

According to The Kobeissi Letter, the weekly market analysis and Chart of the Week for May 12th provide essential insights into stock market trends, interest rate movements, and macroeconomic indicators, all of which hold significant implications for cryptocurrency traders. The Kobeissi Letter highlights the interplay between equity volatility and digital asset price action, noting that recent macroeconomic uncertainty is contributing to increased crypto market volatility (Source: @KobeissiLetter, May 11, 2025). Traders should closely monitor correlations between traditional markets and major cryptocurrencies, as outlined in the published report, to better inform their trading strategies.

According to The Kobeissi Letter, citing Fox Business' Gasparino, a Wall Street executive with White House connections reports that tomorrow's US-China trade announcement will not reach the detailed framework seen in recent UK agreements. This signals uncertainty for traders seeking concrete outcomes, potentially increasing market volatility across equities and cryptocurrencies as investors weigh the global economic impact and risk sentiment (Source: The Kobeissi Letter on Twitter, May 11, 2025).

According to The Kobeissi Letter, markets are closely watching for Donald Trump's next post regarding the newly announced US-China trade deal, which could represent the most significant development in the ongoing trade war to date. Traders anticipate that further details may impact global equity and cryptocurrency markets, as improved US-China relations often reduce risk-off sentiment and could boost Bitcoin and altcoin trading volumes. Real-time analysis and updates are available from The Kobeissi Letter on Twitter. Source: The Kobeissi Letter (@KobeissiLetter, May 11, 2025).

According to The Kobeissi Letter, President Trump announced that his next 'Truth' social media post will be one of the most important and impactful ever issued (source: The Kobeissi Letter on Twitter, May 11, 2025). While the content of the announcement remains undisclosed, such statements from major political figures have historically triggered volatility in both traditional and cryptocurrency markets. Traders should monitor Trump's communication closely for potential policy signals or regulatory commentary that could influence Bitcoin price action and overall crypto market sentiment. Rapid reactions across crypto assets may follow depending on the nature of the announcement.

According to The Kobeissi Letter, Bitcoin showed effectively no reaction following the announcement of a major US-China trade deal, with the market maintaining stability ahead of the futures market opening in four hours (source: @KobeissiLetter, May 11, 2025). This lack of volatility suggests that macroeconomic news, such as international trade agreements, currently have limited immediate impact on Bitcoin price action. Traders should closely monitor the upcoming futures session for potential delayed responses and volatility, as this may influence short-term trading strategies and crypto market sentiment.

According to The Kobeissi Letter, Bitcoin's price remained unchanged following the announcement of a new US-China trade deal, indicating minimal immediate impact on crypto markets. Traders are now closely watching the upcoming futures market opening in four hours for potential volatility or directional cues. The lack of movement in Bitcoin suggests that macroeconomic news, such as trade agreements, may currently have limited influence on digital asset prices (Source: @KobeissiLetter, May 11, 2025).

According to The Kobeissi Letter, US Trade Representative Greer announced confidence in a new deal with Chinese partners aimed at addressing the trade deficit, with further details to be released Monday (source: The Kobeissi Letter, May 11, 2025). This development is closely watched by crypto traders, as improved US-China trade relations historically reduce market volatility and can boost risk-on assets like Bitcoin and Ethereum. Traders should monitor the upcoming detailed release for potential impacts on stablecoin flows, cross-border transaction volumes, and overall crypto market sentiment.

According to The Kobeissi Letter, the US government has confirmed that a trade deal with China has been reached, with the Trump Administration set to provide further details tomorrow (Source: @KobeissiLetter on Twitter, May 11, 2025). This development is likely to influence global risk sentiment, potentially reducing volatility in both traditional and crypto markets. Traders should monitor the upcoming announcement for details on tariffs and technology policies, as these factors could impact capital flows into digital assets and correlated sectors.

According to The Kobeissi Letter, upcoming key retail earnings data are set to impact trading strategies as earnings season continues. The Kobeissi Letter reports that their trading calls have produced over +370% returns since 2020, highlighting a strong track record. This week, their published trades reflect positioning ahead of major retail earnings, which could influence both traditional equities and crypto market sentiment as consumer spending trends are revealed (Source: The Kobeissi Letter, Twitter, May 11, 2025).

According to The Kobeissi Letter, this week's trading calendar includes April CPI inflation data on Tuesday, the OPEC monthly report on Wednesday, April PPI inflation data and retail sales figures on Thursday, as well as a speech from Fed Chair Powell, followed by Michigan Consumer Sentiment data on Friday (source: The Kobeissi Letter, Twitter, May 11, 2025). These high-impact events are expected to drive volatility in cryptocurrency markets as traders react to new inflation and economic signals, with macroeconomic updates historically influencing Bitcoin and Ethereum price trends.

According to The Kobeissi Letter, President Trump released an official statement regarding the commencement of US-China trade talks, confirming that negotiations will continue tomorrow (source: KobeissiLetter on Twitter, May 10, 2025). This development is critical for cryptocurrency traders, as previous US-China trade negotiations have significantly influenced Bitcoin and altcoin volatility due to their impact on global risk sentiment and capital flows. Traders should monitor these talks closely for potential shifts in crypto market sentiment, particularly in response to updates on tariffs, regulatory cooperation, or macroeconomic outlook.

According to The Kobeissi Letter, President Trump released a statement regarding the first day of US-China trade talks, confirming that negotiations will continue tomorrow (source: The Kobeissi Letter, May 10, 2025). Traders are closely monitoring these developments as progress or setbacks in these high-level talks have historically triggered significant volatility in cryptocurrency markets, especially for Bitcoin and Ethereum, due to their sensitivity to global trade tensions and risk sentiment. Market participants are advised to stay alert for further updates, as any breakthrough or escalation could rapidly shift crypto pricing dynamics.

According to The Kobeissi Letter, S&P 500 companies have generated $1.2 trillion in revenue from Chinese consumers over the past 12 months, as reported by Apollo. This figure is four times the total US trade deficit with China and represents roughly 7% of the S&P 500’s total revenue exposure. For crypto traders, this substantial linkage highlights that any macroeconomic volatility or regulatory policy shifts in China could impact US equity performance, potentially driving correlated volatility in the cryptocurrency market due to cross-asset risk sentiment and capital flows. Source: The Kobeissi Letter on Twitter (May 10, 2025).