According to The Kobeissi Letter, the previously 'too distant' balance sheet and deficit issues are now materially impacting markets, highlighting the necessity for traders to adjust their strategies in response to these developments.

According to The Kobeissi Letter, the growing deficit and balance sheet issues, previously considered too distant to impact, are now visibly affecting markets. The source suggests that these financial factors are causing significant market shifts, indicating a critical trading environment. The Kobeissi Letter offers premium analysis and alerts for those interested in detailed market positioning.

According to @KobeissiLetter, DOGE's access to US spending data is being blocked following the announcement of $1 billion per day spending cuts aimed at addressing the $1.8 trillion deficit. This development raises concerns about DOGE's potential impact on financial transparency and its resistance in governmental data access, which could influence its trading dynamics.