Syz the moment

Time in the market can work magic! This is an example showing the median growth of 100k given length of time in the market. Source: Peter Mallouk, Charlie Bilello

Source: Reads with Ravi on X

Core CPI inflation RISES to 3.3%, above expectations of 3.2%. For the first time since March 2023, Core CPI inflation is officially back on the rise. Same story on CPI as previous month: Total is “ok” at +2.4% because energy is collapsing, but core is still +3.3% and Services remain HOT & STICKY at +4.7%. Transport +8.5% Indeed, while September CPI inflation is at 2.4%, inflation is much higher in many basic necessities: 1. Car Insurance Inflation: 16.3% 2. Transportation Inflation: 8.5% 3. Homeowner Inflation: 4.9% 4. Car Repair Inflation: 4.9% 5. Rent Inflation: 4.8% 6. Hospital Services Inflation: 4.5% 7. Food Away From Home Inflation: 3.9% 8. Electricity Inflation: 3.7% Source: Bloomberg, HolgerZ, The Kobeissi Letter

Source: @gurgavin

Source: @AmeetRai_ on X

Trump is even leading in Wisconsin and Michigan. 26 days remain. Source: Joe Consorti, Polymarket

Investors are on tenterhooks as Beijing prepares to deliver fresh policies over the weekend that could jumpstart its economy. China’s Finance Minister Lan Fo’an is set to hold a press conference at 10 a.m. on Saturday local time on “intensifying” fiscal stimulus policies, the country’s State Council Information Office said. With Beijing at risk of missing its full year economic growth target of 5%, some analysts are confident that authorities are ready to deliver major fiscal stimulus at the highly anticipated event, while others remain skeptical. Most economists expect some sort of additional stimulus, but there are many differing views on its size as well as the priorities of the package. Some have floated a figure between two and three trillion yuan (the equivalent of $282.8 billion to $424.2 billion), while others have suggested 10 trillion yuan ($1.4 trillion). Source: Barchart, CNBC

Source: Barchart