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The punchline: The $7 trillion fiscal boost to markets is exhausted some time in 2023 at which point even more will be needed to keep stocks rising

Underweight US vs non-US Equities and short USD vs reserve assets (JPY CHF, Gold), given a US-specific event risk with limited implications for global growth.

With 29 filings in 2020 to date, this year is on-pace to rival 2010, following the Great Recession, that resulted in 48 total filings.

"...the gold cycle is up for much longer.  $2,500 is the first target, and it could be we get higher targets... the stock market is not going to end very well..."

This sent the YoY rise in pending home sales to +20.5% - the biggest annual gain since April 2010...

So... with futures down hard overnight, talking heads proudly proclaimed that this must mean Biden won the debate. So with stocks now surging to overnight highs, does that mean Trump won?

Given the negative impact inflation has on our wealth, why does the Fed wish to boost inflation?  Maybe more important, how can they generate inflation?

This was a modest improvement from the even worse previous estimates.

This is well above the highest (56.3) estimate from analysts... this is in fact a 10-Sigma beat!

"What we’ve seen from the debate is the reinforcement that if Biden wins, Trump is not going to accept that,"

The Fed has unleashed a bond bubble monster of epic proportions.

The findings represent a "damning indictment" of EY's failures, the report claimed...

You're telling me you didn't see this coming?

Interestingly enough, many of the cities that saw the biggest increases in prices wouldn't be considered obvious choices.

"The agreement solves the core issue of Evergrande, which is liquidity concern"

All those who believe this is a permanent, stable system will get a nice hard chair at the banquet of consequences. The dominoes are falling but distractions abound...

Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to break down recent price action in markets. Tony provides his latest…

...three factors will ultimately doom the dollar.

Two-thirds of the newly laid-off workers are part-time employees: they will be happy to know that Disney loaded up on massive debt so it could fund stock buybacks.

"The brand means nothing anymore and it's ultra partisan"...if Verizon can't sell enough ads, then nobody can.