Weekend 11/07 & 11/08
Turkish finance minister resigns in second surprise departure after lira slide – Reuters
Five takeaways from the battle for the Senate – thehill
Battle for US Senate control awaits in Georgia after Biden win – aj
“The Market Could Flip Again”: Goldman Warns A “Blue Wave” May Still Be Coming – Zerohedge
How Joe Biden Won the White House – time
Pennsylvania election results: Joe Biden declared president after winning tipping point state – independent
China Export Growth Jumps To 19 Month High, Defying Surging Yuan – Zerohedge
U.S. allies greet Biden as next president despite Trump refusal to concede – Reuters
Berkshire Repurchases A Record $9 Billion In Stock In Third Quarter – Zerohedge
Europe Back In Lockdown Mode – Zerohedge
Election uncertainty and Covid-19 threaten US jobs market recovery – Schroders
Friday 11/06
Election tensions grip markets as Japan’s Nikkei closes at 29-year high – business live – guardian
Coronavirus updates: U.S. reports 121,888 new cases; New York ramps up airport enforcement – cnbc
US election 2020: Biden edges toward victory with leads over Trump in Nevada and Pennsylvania – live updates – guardian
S&P 500 EARNINGS SEASON UPDATE: NOVEMBER 6, 2020 – factset
Stocks Soar To Best Election Week Since FDR, Gold Jumps, Dollar Dumps – Zerohedge
Erdogan Fires Turkish Central Bank Governor, Launching Full-Blown Currency Crisis – Zerohedge
Trump’s odds of winning through a recount are nearly impossible – axios
Joe Biden has won. Here’s what comes next – vox
US Unemployment Rate Unexpectedly Tumbles Below 7% As Private Payrolls Smash Expectations – Zerohedge
US economy beats forecasts, adds 638,000 jobs in October as unemployment falls to 6.9% – businessinsider
Dollar slumps to two-month low, investors see more declines – Reuters
SocGen Calculates The S&P Would Be At 1,800 Lower Without QE – Zerohedge
JPMorgan’s Kolanovic says stocks have ‘best of both worlds’ post-election, will continue rallying – cnbc
Stocks slide as Wall Street watches nail-biting vote count – nyp
David Einhorn calls out Tesla ‘mania,’ teases new short positions, and says the tech bubble is already popping – businessinsider
Goldman Sachs: Turkey FX interventions top $100 billion year-to-date – Reuters
Allianz cautious on outlook despite surprise profit rise – Reuters
Thursday 11/05
Business Live – guardian
Stocks making the biggest moves in the premarket: General Motors, Cigna, Merck, Regeneron & more – cnbc
How a Recount Would Work in Each of the Swing States – slate
Stocks making the biggest moves after hours: Uber, Square, Roku, Peloton & more – cnbc
Fed holds interest rates steady near zero, says economy is still well below pre-pandemic levels – cnbc
Fed Makes No Changes To Policy, Sees Economic Activity “Continuing To Recover” – Zerohedge
After Another $3 Billion Sale, Jeff Bezos Has Now Sold More Than $10.2 Billion In Stock This Year – Zerohedge
Nio, other Chinese EV makers add to gains after Citi’s calls – Marketwatch
What happens if Trump loses the 2020 election and refuses to concede? – nyp
Bitcoin Soars Above $15,000 As Markets Price In Much More QE; Gold Surges – Zerohedge
Pandemic Emergency Jobless Claims Soar To New Record High – Zerohedge
5 things to know before the stock market opens Thursday – cnbc
Germany approves 5.4 billion euro purchase of 38 Eurofighter jets – source – Reuters
End Of ‘Blue Wave’ Hopes Sparks Pavlovian QE-Anticipating Buying Panic In Everything – Zerohedge
GM profit beat driven by strength in trucks, SUVs and China rebound – Reuters
ArcelorMittal beats profit expectations after lockdown low – Reuters
ING posts 1.2 billion euro third-quarter pretax profit, to cut 1,000 jobs – Reuters
Bank of England Surprises With £50BN More QE Than Expected, Sterling Jumps Anyway – Zerohedge
Bank of England injects extra £150bn into economy – bbc
Wednesday 11/04
Stock markets gripped by US election race – business live – guardian
Live Election Results 2020 – wsj
Election 2020 live results and updates: Trump, Biden locked in tight race with several states still counting – cnbc
Stocks rally on hopes of divided government. What it could mean for the market’s next four years – cnbc
Investors welcome U.S. election gridlock, retreat from ‘blue wave’ bets – Reuters
The Nasdaq is skyrocketing. That may not be a great sign for the economy – msn
McConnell says economic stimulus will be Senate’s top priority before the end of 2020 – cnbc
Election results could point to a smaller coronavirus stimulus deal. Here’s why – cnbc
Here’s why the stock market is rallying even though the election outcome is still uncertain – cnbc
Blue Wave Crashes: Democrats’ Hopes For Senate Majority Fizzle; House Margin Eroded – Zerohedge
Big Tech stocks soar as results still come in from nail-biter election – cnbc
ISM Services Slumps To Weakest Since May, Job Growth Slows – Zerohedge
Private payrolls increase by 365,000 in October, vs 600,000 estimate: ADP – cnbc
Investors brace for close U.S. election result, long count – Reuters
Euro zone economy on track for double-dip recession – PMI – Reuters
Trump tries to claim victory even as ballots are being counted in several states — NBC has not made a call – cnbc
TIMELINE-Key events behind suspension of Ant Group’s $37 billion IPO – Reuters
Tuesday 11/03
Markets rally as investors brace for US election – business live – guardian
US election 2020 live results: Donald Trump takes on Joe Biden in race for White House – theguardian
JPMorgan Sees S&P Tumbling To 2,500 In Case Of Blue Wave, Surging To 3,900 If Red Wave – Zerohedge
With Winter Coming and Trump Still in Charge, Virus Experts Fear the Worst – nyt
Trump vs. Biden – Who’s Better for FX? – bk
These States Hold The Key To Who Will Win The Presidency, Goldman Says – Zerohedge
US Factory Orders V-Shaped Recovery Slows (Despite Soaring Survey Hopes) – Zerohedge
European shares rise as investors bet on clear Biden poll win – Reuters
BNP Paribas profits boosted by trading boom – Reuters
Did China Just Suspend The World’s Biggest IPO As Retaliation Against Jack Ma? – Zerohedge
China’s Ant expected to double on debut amid pent-up retail demand: fund managers – Reuters
Bizarro World: Australian Dollar Soars After RBA Cuts Rate To Record Low, Launches New A$100Bn QE – Zerohedge
Australia central bank cuts rates to near zero, ramps up bond buying – Reuters
Monday 11/02
Business Live – guardian
Stock market live updates: Dow up 300, tech stocks underperform, similar pre-election behavior – cnbc
France Reports 50k+ New COVID-19 Cases In Latest Daily Record: Live Updates – Zerohedge
PayPal tops estimates amid surge in online shopping but outlook disappoints – Reuters
Fin or tech? China’s Ant, biggest-ever IPO, says it’s a tech firm not a bank – Reuters
JPM Downgrades Tech Sector For The First Time In Two Years: Here’s Why – Zerohedge
Apple announces event for Nov. 10 where new Macs with Apple chips expected – cnbc
“This Is Huge”: World’s Biggest IPO Trades 50% Higher In Gray Market After $3 Trillion In Retail Orders – Zerohedge
U.S. manufacturing activity near two-year high; construction spending slows – Reuters
US Manufacturing Surveys Soar In October To 2-Year Highs – Zerohedge
Goldman Sachs slashes Europe’s fourth quarter growth forecasts – Reuters
Euro zone factory activity boomed in October as Germany roared -PMI – Reuters
German factories had surge in new business in October ahead of restrictions: PMI – Reuters
Asian shares buoyed by upbeat China factory activity, oil drops – Reuters
China’s factory activity rises to near-decade high in October – Caixin PMI – Reuters
Key Events In The Coming “Huge Week” For Global Markets – Zerohedge
?This Week's Most Notable #Earnings (via @eWhispers)
*Mon: $PYPL $CLX $ANET $SEDG
*Tues: $W $RACE $HUM
*Wed: $QCOM $HLT $H $WEN $MTCH $MELI $PAYC
*Thurs: $SQ $BABA $PTON $UBER $GM $PZZA $ROKU $NET $EA $TTWO $GOLD $SPCE $AZN $BMY $CRON $TTD
*Fri: $CVS $IMGN $MAR $VIAC$SPY $QQQ pic.twitter.com/JtrpYaR0EA— Jesse Cohen (@JesseCohenInv) November 1, 2020