According to @KobeissiLetter, US job cut announcements rose 58% year over year in 2025 to 1,206,374, the highest total since 2020 and the second-highest annual reading since 2009 based on Challenger, Gray & Christmas tracking since 1989, source: @KobeissiLetter citing Challenger, Gray & Christmas. The average monthly pace of job cuts exceeded 100,000 for the first time in five years, source: @KobeissiLetter. The government sector led with 308,167 job cuts, followed by technology with 154,445 and warehousing with 95,317, highlighting where traders may focus sector risk and rotation, source: @KobeissiLetter. The author summarized 2025 as a rough year for the US job market, source: @KobeissiLetter.

According to The Kobeissi Letter, Sam Bankman-Fried (SBF) has returned to the social platform X during a period of significant crypto market volatility, expressing 'a lot of sympathy for government employees.' This development coincides with discussions involving DOGE and Elon Musk about potential mass layoffs in the federal government, which could influence market sentiment and trading strategies.