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  1. The Fed, inequality and inflation

    Crumbs

    • Investment grade debt ($LQD) suffering outflows. (Daily Shot),
    • every major currency has appreciated against the dollar this year. Since the nadir of Covid, the AUD has done best: a proxy for CNH, no doubt. Worst has been JPY. The NOK, SEK, NZD, MXP SKW and SAR have done pretty …
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  2. Bonfire Night and still no US Presidential Election Result

    Election grinds on

    Nobody really knows who will be the next president. Whatever happens, Trump-like policies will continue to find support, amongst Republicans, and amongst the population. The years of wrangling over Brexit is a template for what will come. Only Covid could stop Britons arguing about it. I wonder …continue

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  3. Biden and Trump slug it out

    Who will be the next POTUS?

    It’s morning in the UK, and it’s too close to call. Biden has 220 EC votes, Trump 213. Biden has done much less well than expected, and could still lose. It still seems hard to believe that the Dems could put up …continue

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  4. A new months begins

    Markets today

    Everyone is focussed on the presidential election. It’s an extremely ugly slow-motion car crash. It seems unbelievable that any good will come of it, but somehow within a week or so at max (surely?) we’ll know the result. The markets seem to have risk off fatigue …continue

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  5. Markets Update 2nd Nov

    Markets today

    Everyone is focussed on the presidential election. It’s an extremely ugly slow-motion car crash. It seems unbelievable that any good will come of it, but somehow within a week or so at max (surely?) we’ll know the result. The markets seem to have risk off fatigue …continue

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  6. Dexamethasone Delirium

    Tweeting Trouble

    Trump is trying to row back his threat to abandon talks on stimulus measures with the Dem-controlled Congress. Markets went up. As always.

    Kamala Harris & Mike Pence had a dull debate. The polls seem to think that Trump is doomed. I wouldn’t write off the brute yet …continue

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