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People · The Kobeissi Letter · Tariffs & Trade

What The Kobeissi Letter has said about tariffs & trade

The Kobeissi Letter, a markets commentary publication. 2 statements from September 28, 2026 to October 1, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 1, 2026 · on X
    “BREAKING: The US goods trade deficit widened by -$13.7 billion, or +11.5%, in August, to -$132.6 billion, its widest gap since March 2025. US goods imports surged +$17.4 billion, +5.5%, to $336.1 billion, the highest since March 2025. This was driven by a +16.6% increase in imports of industrial supplies, including petroleum products. Imports of capital goods, which include computers and accessories, semiconductors, and telecommunications equipment, also increased, reflecting continued demand for AI-related equi…”

    Kobeissi Letter Reports US Trade Deficit Widens to $132.6 Billion in August →

  2. September 28, 2026 · on X
    “BREAKING: The US and China announce a '30-for-30' trade deal, with each country cutting tariffs on $30 billion worth of goods. China's list covers 1,619 categories of American products, while the US list contains 77 categories of Chinese goods. China has also committed to importing at least 10 million metric tonnes of US coal in 2027 and 2028. The total value of the trade deal is $60 billion.”

    Kobeissi Letter Reports US-China Trade Deal Valued at $60 Billion →

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: Tariffs & Trade.