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4 Oct 2024

33 days away from election day, it looks like the markets see Republican Vance as the clear winner of the VP debate Vance/Walz.

The GS Republican policy pair depot has risen significantly, while the GS Democrat policy pair depot has fallen recently. Source: HolgerZ, Bloomberg

2 Oct 2024

NEARLY 200 MISSILES WERE LAUNCHED INTO ISRAEL FROM IRAN, ISRAELI ARMY RADIO SAYS

ISRAELI OFFICIAL SAYS RESPONSE TOWARDS IRAN ‘WILL BE HARSH’: KANN Bomb alarm sirens across the entire country (map). Oil spikes +4% Gold +1% VIX skyrockets +20% S&P 500 down 0.9% Source: Global Markets Investor on X

2 Oct 2024

According to Polymarket, probability of having an Israel military response against Iran by Friday is <50% as of writin

Source: Polymarket, C.Barraud

16 Sep 2024

BREAKING: Multiple shots were fired in the vicinity of Donald Trump as he was golfing at the Trump National Golf Club in West Palm Beach

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11 Sep 2024

US Presidential debate: Not all topics have been tackled...

Nothing about government spending. Nothing about national debt. Nothing about taxes. Meanwhile, the US debt clock is ticking... Source: Kurt Altrichter on X

11 Sep 2024

Harris is tonight's winner based on betting markets

Source: David Ingles, Bloomberg

11 Sep 2024

The former ECB head Mario Draghi said yesterday that unless Europe invests an extra €800BN per year, it is "doomed.

This boost in investment (which equals 5% of GDP), would be more than double the size of the Marshall Plan. In other words, Europe is about to unleash a historic orgy of debt and spending... It would most likely raises taxes (and inflation?) This announcement hits its wall of opposition in Germany, irrespective of warning that it’s the only way to make EU more competitive w/China & US. “That can be summarized briefly: Germany should pay for others. That can’t be a master plan,” FinMin Lindner said. Source: Bloomberg, HolgerZ

11 Sep 2024

BREAKING: Trump has a whopping 27.8% lead over Harris in Nate Silver’s updated electoral college prediction poll.

Trump - 63.8% Harris - 36% NB: The graph shows the chance of winning, not the percentage of the vote !!! Source: Leading Report, Nate Silver

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