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People · The Kobeissi Letter · Earnings

What The Kobeissi Letter has said about earnings

The Kobeissi Letter, a markets commentary publication. 2 statements from September 29, 2026 to October 10, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 10, 2026 · on X
    “Shocking stat of the day: $241 billion worth of French corporate bonds are now trading at lower yields than French government bonds. This figure is up +1,621% from just $14 billion at the start of 2026. This means ~38% of French high-grade corporate debt is now trading at lower yields than government bonds of similar maturity. The gap between corporate and government bond yields is widening as investor concerns about France's deteriorating fiscal situation weigh on government debt. As a result, internationally e…”

    The Kobeissi Letter Reports French Corporate Bonds Outperform Government Debt →

  2. September 29, 2026 · on X
    “BREAKING: Foreign investors bought a net +$426 billion of US equities and investment fund shares in Q2 2026, the largest quarterly purchase on record. This marks the 9th consecutive quarterly net purchase, totaling +$1.6 trillion. By comparison, the previous record of +$299 billion was set in Q2 2022. Furthermore, foreign investor purchases of US equities and investment fund shares rose to +$942 billion in the 12 months ending in July, their largest rolling 12-month total in Treasury data going back to 1985. Mea…”

    Kobeissi Letter Reports Record Foreign Investment in US Equities →

Statements are reported from The Kobeissi Letter’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: The Kobeissi Letter. The beat: Earnings.