“Between now and the end of the year, I can easily see how the US market particularly will continue to be strong"

The S&P 500 topped 6,000 for the first time ever this week (and its 50th record high of the year)...

"To me, there is little alternative to the US"

"Our plan is not to have stagflation..."

"What we saw yesterday was the playbook of the Trump trade in action but it’s soon going to evolve"

...gold tumbled as the dollar soared most in 20 months...

...we haven't had a down-day on election day for the S&P 500 since 2000.

“No one is ready to take clear investment positions on the election”

...VIX curve inverts, USA sovereign risk at 12-month highs, pump-prices decoupled...

"It's fair to say reviewing the week in 7 days' time from now will be fascinating!"

...gold's worst week since June, stocks red, plumbing's broken, and a 'goldilocks' narrative curb-stomped

...while the major indices ended October red, buying "Trump" and selling "Kamala" was a huge winner in October...

“The market is concerned with the continued increase in investments”

...slower growth, surging jobs, and hotter PCE - doesn't smell like Goldilocks to us?

...stocks, prediction markets, and commodities all leaning heavily to Trump.

“We could be braced for some volatility over the coming days”

...the quiet (short squeeze) before the storm.

"Four factors are driving US equities higher right now..."

...some good, some bad, and some ugly moves this week.

“The markets at least are sniffing out a Republican sweep, and perhaps an electoral/Senate landslide”