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The market views the Blue Wave as short-term neutral but long-term negative, as the expected Biden tax policy outweighs the benefits from a larger than expected stimulus package. SPX may have upside to ~3400, but it would have larger downside to ~2,500.

"Very big moves can happen around such events."

Under Biden the "economy slows down under pressure of massive taxes, and Covid is treated with lockdowns. Its a joke. Should be the opposite of that."

"What they're telling you is, our stock is not cheap and may be expensive..." 

 

 

Short USD-RUB could offer the best risk-reward in a Trump victory.

Ample warning signs suggest the risks of having excessive equity exposure to the market outweighs the potential for reward...

Blue Wave; Red Wave; Wave goodbye to business as usual.

...on a year-over-year basis, factory orders remain 3.9% lower...

If Russian backers buy the loans, would that finally make Trump a 'Russia-backed' president?

Nothing is a sure thing in elections, but I see independents swinging for Trump and there’s a surprisingly large net wobble amongst Democrats.

...the decision came after Mr Ma criticised China’s state-owned banks at a financial summit in Shanghai at the end of October.

"The RBA didn't get much bang for spending almost all of their remaining bullets."

"The election outcome will drive all markets over the next day or two. How they move depends on the extent to which we have clarity about the results."

The market believes that either (a) there is a ton of positive news coming, and/or (b) we will be able to look through any near-term negative news.

"Airlines need to be supported by their governments to survive."

 

 

The diplomatic process surrounding the ongoing Armenian-Azerbaijani war in the Nagorno-Karabakh region has reached an expected stalemate...

Analysts look divided concerning U.S. new vehicle sales in October after they rebounded by 90.4% MoM since April (Wards data). According to the Bloomberg consensus, they should rise to 16.50m(e) SAAR, up from 16.34m in September.

Misra has cemented his control over the Vision Fund...

During the May heist, the crew was able to walk away with five pallets of Chanel and Gucci items...

Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U…