According to The Kobeissi Letter, Regional Bank Stocks, represented by the ETF $KRE, experienced a substantial decline of over 10%, marking their largest daily drop since the 2023 Regional Bank Crisis. This downturn signifies that the sector is now officially in bear market territory, having fallen 26% since November 25th. Traders should be aware of the increased volatility and potential risks in the regional banking sector as it continues to face economic pressures.

According to The Kobeissi Letter, Canada's population growth of over 9% since 2020 contrasts with a decline of approximately 2% in Real GDP per worker. This economic strain is exacerbated by a housing shortage leading to a 300% increase in prices since 2000, with tariffs further compounding the economic pressures.