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Day: October 23, 2020

Dollars, Stalemates, And Magic Lines

Dollars, Stalemates, And Magic Lines

October 23, 2020October 24, 20206 min read

The week started with a deadline and ended with finger pointing. “We could do that before the election if the president wants to,” Nancy Pelosi

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3 Comments on Dollars, Stalemates, And Magic Lines
Meanwhile, In Good News…

Meanwhile, In Good News…

October 23, 2020October 23, 20203 min read

And now, for some good news. Business activity in the US is proceeding at the briskest pace since February of 2019, according to the flash

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4 Comments on Meanwhile, In Good News…
Double-Dip Recession Risks Becoming Base Case For Europe As Virus Spreads Anew

Double-Dip Recession Risks Becoming Base Case For Europe As Virus Spreads Anew

October 23, 20204 min read

About that European recovery. It’s in serious doubt. And there’s no mystery around why. As you’re probably apprised, Europe is dealing with a serious second

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3 Comments on Double-Dip Recession Risks Becoming Base Case For Europe As Virus Spreads Anew
Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk

Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk

October 23, 2020October 25, 20204 min read

October’s action in rates and associated thematic expressions in equities represent a “reversal” of the decade-old “status quo,” Nomura’s Charlie McElligott wrote Friday. As the

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8 Comments on Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk
A Slippery Slope Straight ‘To Hell’

A Slippery Slope Straight ‘To Hell’

October 23, 2020October 23, 20205 min read

Assuming US stocks “wanted” to go quietly into the weekend, the final US presidential debate offered nothing in the way of impediments. Fireworks were sparse

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17 Comments on A Slippery Slope Straight ‘To Hell’

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