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What The Kobeissi Letter has said about earnings
The Kobeissi Letter, a markets commentary publication. 8 statements from September 29, 2026 to October 23, 2026, each quoted word for word from the original and checked before publication. Newest first.
- October 23, 2026 · on X
“Layoff Announcements in 2026: 1. UPS: 30,000 Employees 2. Oracle: 30,000 Employees 3. Amazon: 16,000 Employees 4. Omnicom: 15,000 Employees 5. Meta: 8,000 Employees 6. Microsoft: 4,800 Employees 7. Dow Chemical: 4,500 Employees 8. Cisco: Fewer Than 4,000 Employees 9. American Express: 3,840 Employees 10. Uber: 3,300 Employees 11. Renault: Up to 2,400 Employees 12. Nike: 1,400 Employees 13. General Motors: 1,300 Employees 14. Disney: 1,000 Employees 15. Citigroup: 1,000 Employees The tech sector alone has seen 13…”
The Kobeissi Letter Reports Widespread Layoffs Across US Corporations →
- October 20, 2026 · on X
“Corporate earnings growth is set to slow: 10 of the 11 sectors in the S&P 500 are estimated to record lower YoY earnings growth in Q3 2026, compared to Q2. The Consumer Discretionary sector is expected to post the largest slowdown, from +91% YoY in Q2 to just +2% YoY in Q3. This is followed by Communication Services, with projected Q3 earnings growth at +66%, down from +126%. Earnings growth in the Financials sector is estimated to decrease to +2.4% from +22.3%. Energy and Information Technology, the two best-pe…”
The Kobeissi Letter Says Corporate Earnings Growth Set to Slow in Q3 2026 →
- October 16, 2026 · on X
“The initial response to this article has been incredible. The S&P 500 is now <1% away from a record high but 206 of its components are down over -30%. Never in history has this happened before. It's the 'Bear-Bull Market Paradox.' Bookmark this.”
- October 14, 2026 · on X
“BREAKING: South Korea's stock market extends losses to over -8% on the day, triggering a level 1 circuit breaker. Trading has been halted for 20 minutes amid the intense selling pressure. A level 2 circuit breaker would occur next at a -15% drop.”
Kobeissi Letter Reports South Korea Market Halts During Steep Losses →
- October 14, 2026 · on X
“BREAKING: Trading volume in the S&P 500 ETF, $SPY, fell to just 22.6 million shares on Friday, the lowest for a full trading day since November 25th, 2005. Excluding sessions around market holidays, Friday's volume was the lowest since October 11th, 2004. By comparison, volume fell below 20 million shares on December 24th, 2019, but that was during a half-day trading session. On Monday, trading volume fell to just ~18 million shares, the lowest non-holiday reading since 2003. As a result, the 5-day average of $S…”
- October 13, 2026 · on X
“BREAKING: Global money market funds attracted +$166.4 billion in inflows in the week ending October 7th, their largest weekly inflow since April 2020. US money market funds alone posted +$72.3 billion in inflows, lifting their total assets to a record $8.0 trillion. Since 2023, US money market fund assets have risen +$3.0 trillion. Meanwhile, global bond funds attracted +$33.8 billion in the week ending October 7th. Treasury funds accounted for +$16.2 billion, their 15th consecutive weekly inflow and the biggest…”
Kobeissi Letter Reports Record $8 Trillion in US Money Market Funds →
- 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 →
- 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.