Top 10 Macro/Financial Charts of the Week – w43

… and a companion chart. https://t.co/bi66I2vKK5 pic.twitter.com/BJqT6XGB0m

— John P. Hussman (@hussmanjp) October 25, 2020

Hedge Funds are "all-in" Stocks (updated):

GS PB data shows Equity LS Gross & Net leverage now the highest on record – moving off the chart.

These are major imbalances… increasing the risk of a deleveraging event.

h/t @themarketear pic.twitter.com/2flRjMljtU

— Macro Charts (@MacroCharts) October 23, 2020

Emini liquidity remains dismal pic.twitter.com/iTsJP6Oahw

— zerohedge (@zerohedge) October 25, 2020

Hedge Funds are all-in the largest Total Commodities exposure in history.

"When all the experts and forecasts agree – something else is likely to happen." – Bob Farrell pic.twitter.com/TK8ZDG8hJ1

— Macro Charts (@MacroCharts) October 24, 2020

Good Morning from #Germany where the second corona wave w/record new infections shows first negative consequences in the real-time data. Germany is the biggest faller among the big4 European econs this week. Economic activity dropped 4ppt to 73% of normal levels. (via Jefferies) pic.twitter.com/8wiwNN6Yh1

— Holger Zschaepitz (@Schuldensuehner) October 22, 2020

#GERMANY NOV GFK CONSUMER CONFIDENCE: -3.1 V -3.0E (4-month low)
– Prior revised lower from -1.6 to -1.7 pic.twitter.com/7KFJrepsxK

— Christophe Barraud (@C_Barraud) October 22, 2020

Germans’ demand for toilet paper is once again on the rise https://t.co/QzKUF28RaN

— Bloomberg Economics (@economics) October 22, 2020

Half of Europe’s Smaller Businesses Risk Bankruptcy Within Year – Bloomberg
*Link: https://t.co/bCZiYExMBf pic.twitter.com/07dPTY1YyQ

— Christophe Barraud (@C_Barraud) October 22, 2020

Peak polarization pic.twitter.com/NywmPHznuh

— zerohedge (@zerohedge) October 23, 2020

Fascinating chart from Deutsche' s @JimReid35. Even if the polls are as wrong as they were in '16, Biden on course to win FL (though only by 1%) MI WI PA AZ NH and NV. If as wrong as in '12, he wins NC, IA, OH and GA as well. pic.twitter.com/m2zMYLUQYm

— John Authers (@johnauthers) October 20, 2020