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![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 950K followers
Created: 2025-07-09 18:12:55 UTC

This is interesting:

There are multiple indications of slowing consumer spending in the US.

Meanwhile, the odds of the US entering a recession in 2025 just hit a new low of 19%, per Kalshi.

We are seeing a massive divergence between consumer sentiment and economic data.

The market has completely priced-out near-term tariff uncertainty.


XXXXXXX engagements

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**Related Topics**
[tariffs](/topic/tariffs)
[Sentiment](/topic/sentiment)

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