— jeroen blokland (@jsblokland) October 9, 2020
— John Authers (@johnauthers) October 9, 2020
Despite all the talk about moving supply chains away from China and building up domestic manufacturing, the world looks more reliant on Chinese goods than ever, particularly for PPE and work-from-home items like laptops.
China export figures via Nomura: pic.twitter.com/2eRDYsve4q
— Tracy Alloway (@tracyalloway) October 9, 2020
The volatility premium for a contested election is evaporating as Donald Trump's poll numbers decline.
From Josh Younger at JPMorgan: pic.twitter.com/6WTAOcPeLC
— Tracy Alloway (@tracyalloway) October 8, 2020
Average daily path for the S&P500 since 1928 pic.twitter.com/0A4LVqKp3U
— zerohedge (@zerohedge) October 9, 2020