[3/3] 2. Kobeissi: Chinese holdings of US assets fall to $1.56 trillion, near 14-year low. Chinese holdings of US assets (US Treasury bonds, stocks, agency bonds, corporate bonds, and other bonds combined) have fallen to $1.56 trillion, near a 14-year low. (Kobeissi Letter) 3. Kobeissi: US household debt increases by $191 billion in Q4 to a new high of $18.8 trillion; serious credit card delinquency rate rises to 12.7%. US household debt is projected to increase by $191 billion to a new high of $18.8 trillion in Q4 2025; mortgage debt is projected to increase by $98 billion to a new high of $13.2 trillion; meanwhile, it mentions that the serious credit card delinquency rate has risen to 12.7% (the highest since 2011). (Kobeissi Letter) 4. Kobeissi: 0DTE Options Share Hits Record High – Nasdaq 100 Approximately 78%, S&P 500 Approximately 65% 0DTE (same-day expiring) options share hit a record high: approximately 78% of daily options trading volume for the Nasdaq 100 is 0DTE; for the S&P 500, approximately 65% (a significant increase from approximately 50% in January 2024). (Kobeissi Letter) 5. Media Reports US to Add Only 181,000 Jobs in 2025: One of the Worst Non-Recession Years Since 2003 It is reported that the US will add only 181,000 jobs in 2025, described by multiple media outlets as one of the worst job growth performances since 2003 (non-recession years). (Cointelegraph | Coingape | WatcherGuru) 6. Kobeissi: Corporate Bankruptcy Filings Rise – 9 Large Companies Filed for Bankruptcy Last Week, Up to a 3-Week Average of About 6 Per Week Nine large companies filed for bankruptcy in the U.S. last week; the average over the past three weeks is about 6 per week, the highest since 2020; and at least 18 companies with liabilities ≥ $50 million have gone bankrupt in the past three weeks. (Kobeissi Letter) 7. Japan's January Producer Prices: +0.2% Month-on-Month, +2.3% Year-on-Year, Both in Line with Expectations Japan's January producer prices rose 0.2% month-on-month and 2.3% year-on-year, both in line with expectations. (dbnewsdelayed) 8. X (Twitter) Subscription Business Reportedly Revenues Approximately $1 Billion Annually X (Twitter) subscription business reportedly generates approximately $1 billion in annual revenue. (WatcherGuru) 9. (Low Relevance/Review) Coingape: Godex (KYC-Free Privacy Exchange Platform) Review, Supports 930+ Assets Coingape released a review of Godex, calling it a KYC-free privacy exchange platform that supports 930+ assets. (Coingape)
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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