US Elections. Trump odds in 2016 vs 2020 via JP Morgan pic.twitter.com/34YwxAV1H2
— Daniel Lacalle (@dlacalle_IA) October 31, 2020
Last minute Trump short squeeze in AZ pic.twitter.com/GILO408uW9
— Igor Schatz (@Copernicus2013) October 31, 2020
Key themes for the week
Blue wave turns into a question mark
Bonds are tapped out. Time for a 60/40 rethink. Even vol didn’t help
Europe delayed the inevitable. Will be a rough few months
Solid data out of the US, LatAm & China. Housing & manufacturing are humming
Tech Dump
— THE LONG VIEW ⚫️ (@HayekAndKeynes) October 31, 2020