According to The Kobeissi Letter, the ratio of S&P 500 company executives mentioning positive terms like 'better' or 'stronger' versus negative terms such as 'worse' or 'weaker' during Q1 2025 earnings calls has dropped to approximately 1.7 times, marking the lowest level since 2008. In comparison, the previous quarter's ratio stood at 3.1 times, indicating a significant shift in sentiment. This heightened pessimism among US executives, as cited by The Kobeissi Letter, may signal potential headwinds for US equity markets and risk assets, prompting traders to closely monitor market volatility and adjust their positions accordingly (source: The Kobeissi Letter on Twitter, April 26, 2025).

According to The Kobeissi Letter, US equity markets have extended losses following President Trump's announcement that tariffs will be imposed on external products starting April 2nd. Trump advised farmers to prepare for domestic sales. This development is likely to influence trading strategies as investors react to potential shifts in market conditions.

According to The Kobeissi Letter, US equity markets have extended their losses following President Trump's announcement that tariffs will be imposed on external products starting April 2nd. This statement is expected to impact international trade dynamics and investor sentiment, potentially leading to increased market volatility. Trump also advised farmers to prepare to sell products domestically, which could indicate shifts in domestic market strategies and agricultural trade policies.