Evening Headlines
Bloomberg:
- Iran Warns Expansion of Israel-Hamas War Becoming ‘Inevitable’.
- Israel Latest: Military in New Strike on Hezbollah Targets in Lebanon.
- Country Garden Enters Final Hours to Avoid First Bond Default.
- Will Xi Jinping’s Gamble on Vladimir Putin Pay Off?
- Chinese Corporate Borrowing Slumped Last Quarter, China Beige Book Says.
- London Luxury Home Deals Set to Slump Deeper for Rest of Year.
- EU Fails to Set Date Ending Fossil Fuel Subsidies Before COP28.
- Asian Stocks Climb on Mideast Diplomacy Efforts: Markets Wrap.
- Oil Steadies as US Diplomatic Push Will Bring Biden to Israel.
- American Work-From-Home Rates Drop to Lowest Since the Pandemic.
- Real Estate Brokers Pocketing Up to 6% in Fees Draw Antitrust Scrutiny.
- Climate Tech Investing Slides More Than 40% Over Past 12 Months.
- Wells Fargo, JPMorgan Sell $13 Billion of Bonds Post-Earnings.
Zero Hedge:
- Israel Media Says Gaza Operation Delayed On Fears Of Hezbollah Full Assault In North, Hamas Issues Hostage Video.
- Europe "Shaken" By "Islamist Terrorist Attack" In Brussels; Shooter Still At Large.
- Supreme Court Orders 'Ghost Gun' Makers To Comply With Biden's Rule.
- Victor Davis Hanson Surveys Our Post-Hamas Wreckage.
- Financial Free Speech.
- Ministry Of Bulls**t Tries To Cancel Orwell As The Telegraph Follows 'Orwellian' Formula.
- Controversy Erupts Over Calls For US To Accept Gaza Refugees Amid Israel–Hamas War.
- US Taps 2,000 Troops for Potential Deployment To Support Israel.
- Oh, SNAP!
- Q3 Earnings Tracking 9% Beat, First Positive Estimate Revisions Since 2021.
- Trump Might Win And Have Dems To Thank.
- US stocks gained as geopolitical hedges unwound - Newsquawk Asia-Pac Market Open.
- Israel Rejects Zelensky's Request To Visit: "Now Is Not The Time".
- If Inflation Is 3.7% And Oil Is Rising, Treasuries Can't Rally.
- Rep. Ilhan Omar Retweets False Photo Of Palestinian Children Killed By Israeli Forces.
- National Suicide In Plain View: Open Border And Sanctuary Policies Continue Unabated.
- Ticking Time-Bomb: Food Inflation Is Crushing Millions Of Low Income Americans.
- Kunstler: Who Do They Think They're Kidding?
- Yields, Stocks, & Crypto Jump; VIX, Gold, & Crude Dump.
Wall Street Journal:
- Biden to Visit Israel as U.S. Push for Border Opening Stalls.
- How the Israel-Hamas War Is Tilting the Global Power Balance.
- ‘I’m Not a Diplomat...I’m a Mom.’ The American Parents Thrust Into the Israeli Hostage Crisis.
- Home Sales on Pace for Slowest Year Since Housing Bust.
- Mexican Sinaloa Cartel’s Message to Members: Stop Making Fentanyl or Die.
- America Isn’t at War, but Iran Is. Tehran largely escapes accountability because proxies do the dirty work.
- M.B.A.s Usually Have Job Offers by Now. This Year Is Different.
- If the Economy Is Strong, Why Are Consumer Stocks Tanking?
- Starboard Takes 5%-Plus Stake in Contract-Research Firm Fortrea.
CNBC.com:
MarketWatch.com:
Newsmax:
Fox News:
- Kari Lake picks up potentially base-expanding endorsement in bid to flip Senate seat.
- Anti-terror expert issues warning on chant used by pro-Palestinian activists.
- US sends 'be ready to deploy' order to some troops.
- Israeli family of 5 wiped out by Hamas reportedly found dead in each other's arms.
- Significant hurdle on the path to Jim Jordan's speakership rapidly dissipates.
- Brutal Hamas group behind hostage operations poses rescue nightmare.
TheGatewayPundit.com:
- Jack Smith Is Hiding Names of His Prosecutors Trying to Jail Trump in Violation of Federal FOIA Law
- BREAKING: OBAMA JUDGE HITS TRUMP WITH GAG ORDER! – THEN LECTURES TRUMP ATTORNEYS ON ELECTION INTERFERENCE!
- The Joe Biden Effect: Saudi Crown Prince Humiliates Secretary Anthony Blinken.
- LEAKED: Email From Lobbying Firm with Ties to RINO Mitch McConnell Organizing Phone Call with Jim Jordan Holdout Rep. Don Bacon on Eve of Speaker Vote.
- “I Am Willing to Go to Jail – If That’s What It Takes for Our Country to Win and Become a Democracy Again!” – President Trump Responds to Obama Judge’s Unconstitutional Gag Order (VIDEO).
- UPDATE: Belgian Authorities Raise Terror Alert to Highest Level After Two Dead in Islamist Terrorist Attack.
- Trump Sues Christopher Steele Over Dirty, Hillary Clinton-Funded Russia Dossier.
- “Pay For Slay”: America First Legal Challenges Biden’s Funding of Palestine as State Department Admits “High Risk” Funding Benefits Hamas Terrorists.
- DC Judge Tim Kelly Rejects Owen Shroyer’s Appeal – Infowars Host Must Enter Prison on Oct. 24 for Speech Crimes.
- Polish Elections: Ruling Conservative Party Is the Most Voted, but Liberal Opposition Coalition May Get Majority and Form New Government.
- MORE: Lawless Trump-Hating Judge Chutkan Is Angry that Trump Correctly Labeled Her a “Trump-Hating” Judge.
- 99% Conviction Rate: Another January 6er Betrayed By The Justice System: Darrell F. Neely Sr..
- VICTORY! Vocal McCarthy Supporter Rep. Mike Rogers Folds – Announces Support for Jim Jordan After Enormous Grassroots Pressure.
- BREAKING: Border Patrol Reports Recent Apprehensions of ‘Special Interest’ Iranians at Open US Southern Border – Raises Red Flags of Significant Terror Threat.
- Horror: Ten Members from Same Jewish Family Including Three Children Taken Hostage by Hamas During Deadly Raid.
The Epoch Times:
- Don't Forget to Keep an Eye on the Taiwan Strait.
- China Now Has Problems With Commercial Real Estate.
OpenVAERS:
- VAERS US COVID Vaccine Adverse Event Reports. 987,217 Reports(+1,799 from prior week) Through September 22nd, 2023.
SKirsch.com:
- Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by financial and consumer shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower. The Portfolio is 50% net long heading into the day.
- Asian equity indices are +.25% to +.75% on average.
- Asia Ex-Japan Investment Grade CDS Index 126.25 -.5 basis point.
- China Sovereign CDS 81.5 -2.5 basis points.
- China Iron Ore Spot 116.9 USD/Metric Tonne -.3%.
- Bloomberg Emerging Markets Currency Index 41.3 -.03%
- Bloomberg Global Risk-On/Risk Off Index 73.3 +3.2%.
- Bloomberg US Financial Conditions Index .00 -12.0 basis points.
- Volatility Index(VIX) futures 18.1 +.5%.
- Euro Stoxx 50 futures +.26%.
- S&P 500 futures -.01%.
- NASDAQ 100 futures -.03%.
BOTTOM LINE: Asian indices are mostly higher, boosted by financial and consumer shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower. The Portfolio is 50% net long heading into the day.
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