Evening Headlines
Bloomberg:
- A Fractured Israel Unites Around a Singular Goal: Crush the Enemy
- Israel Latest: First Round of US Security Aid Is on the Way.
- Larry Summers ‘Sickened’ by Harvard’s Silence Over Attack on Israel.
- Chinese Copper Tycoon Goes Missing, Believed to Be Detained by Police.
- Asia Stocks Gain With Treasuries on Rate Optimism: Markets Wrap.
- Oil Holds Biggest Gain in Six Months Amid Middle East Tension.
- Treasuries Jump on Dovish Fed Comments, Middle East Conflict.
- Treasury’s Debt Deluge Is Finally Straining US Funding Markets.
- Some US Tech Investors Pledge Support to Israel Relief Efforts.
- FBI Is Searching for Americans After Hamas Attacks on Israel.
- Robert F. Kennedy Jr. Is Running for President as an Independent.
- Global PC Shipments Fall 9% in Quarter Seen as Bottom for Market.
Zero Hedge:
- Over 100 Bodies Found In Israeli Kibbutz; Biden Confirms 11 Americans Killed & "Likely" More In Captivity.
- In US, Concern Over An Increasing Number Of Boy Victims Of Human Trafficking.
- "A Real Trend": Trump Now Ahead Of Biden In Key Battleground States According To Polls.
- US Gives More Than $4.1 Billion In Grants For LGBT Initiatives Worldwide.
- McCarthy Would Entertain Return As Speaker In GOP Deadlock.
- What If UFOs Have Been A Cover For High-Tech Human Defense Research Programs?
- Rabies Vaccines Airdropped From Planes Throughout The Southeastern States In October.
- Thoughts On Proclamation 7463, Or "Digital McCarthyism" On The Move.
- Dovish Fed rhetoric helped stocks recover the initial losses triggered by the Israel conflict - Newsquawk Asia-Pac Market Open.
- Smith & Wesson Celebrates New Tennessee Headquarters After Ditching Massachusetts.
- The Welfare-Warfare State's War On Income And Savings.
- Desperate Disneyland Slashes Children's Ticket Prices By More Than 50%.
- Victor Davis Hanson: Israel, Our White-House Absurdities, & The Left's Empire Of Lies.
- The Costs Of The Afghanistan Withdrawal Debacle.
- OPEC Says Oil Industry Needs $14 Trillion Of Investment By 2045.
- Stocks and dollar reverse initial geopolitical reaction on dovish Fed speak - Newsquawk US Market Wrap.
- Stocks, Bonds, Gold And Oil Soar As Dovish Fed Comments Trample Israel War Fears.
- How Biden’s Policy Enriched Iran. Failure to enforce oil sanctions has helped Tehran finance Hamas.
- Israel’s Hostage Crisis Deepens With Execution Threat
- Oil Climbs as Israel-Hamas War Rattles Energy Markets
- Schools Cut Honors Classes to Address Racial Equity. It Isn’t a Quick Fix.
- Home Depot Tracked a Crime Ring and Found an Unusual Suspect.
- Not Your Father’s Shoplifters. Criminals get bolder as American cities abandon broken-windows policing.
- Big Tech Struggles to Turn AI Hype Into Profits.
CNBC.com:
- Consumers starting to buckle for first time in a decade: Former Walmart U.S. CEO.
- Israel mobilizes a record 300,000 reservists; Gaza under ‘complete siege’.
- Pentagon pushing U.S. defense industry to bolster Israel in fight against Hamas.
MarketWatch.com:
- An Israel-Hamas war could change what the Fed does about interest rates.
- Treasury-market selloff has become the worst bond bear market of all time, according to BofA.
- Birkenstock IPO expected to prove the next test of investor appetite for deals.
Newsmax:
- Survivors Recount Terror of Massacre at Music Festival.
- US Says Americans Likely Held by Hamas After 'ISIS-Level Savagery'.
- Harvard Students Hit for Blaming Israel.
- Poll: Republicans Want Speaker Loyal to Trump.
- Biden Urged to Freeze $6B to Iran Over Attack Role.
Fox News:
TheGatewayPundit.com:
- Victor Reacts: What an Embarrassment! Joe Biden Takes Day Off as Hamas Threatens to Execute Civilians (VIDEO)
- Private Group Is Headingto Israel to Rescue Americans: “The Biden Administration Refuses to Protect Its Own People” (Video)
- Chicago Area Mom And Daughter Missing In Israel – Feared Kidnapped By Hamas Terrorists
- Hezbollah High Command Releases Video Warning Israel, “We Are Coming”
- California County Ordered to Pay $85,000 for Unlawfully Withholding 2020 “Boring” Public Election Records.
- IT BEGINS: Iraqi Forces Issue Stark Warning: U.S. Will Become a Legitimate Target if It Intervenes in Palestine.
- Election Results in Riverside County, California Are Illegitimate After Activities Went Against State Code for Years.
- BOOM! President Trump: “Frankly His Boss, Barack Hussein Obama–I Think it’s His Boss!” – Trump Tells New Hampshire Crowd That Obama is Controlling Biden (VIDEO).
- “The American People Aren’t Stupid, They Know What Happened”: Trump National Security Advisor Robert O’Brien Blasts Biden Admin for Denying $6 Billion Ransom Paid to Iran Aided Hamas Attack on Israel (Video).
- JUST IN: Hamas Terrorists Threaten Mass Execution of Civilian Hostages (Including Americans) on Live TV as Joe Biden Takes the Rest of Monday Off (VIDEO).
- SICKENING: Hamas Savages Chop Off the Heads of Israeli Soldiers (VIDEO).
- Internal Canadian Broadcasting Corporation Memo: ‘Don’t Refer to Hamas as Terrorists’.
- BREAKING: Robert F. Kennedy Jr. Officially Announces He’s Running as an Independent (VIDEO).
- PURE EVIL: Hamas Barbarians Call the Mother of Two Beautiful Israeli Sisters They Kidnapped at Dance Party to Taunt Her.
- MUST SEE: Aussie Reporter Sharri Markson Breaks Down Crying on Air Over Barbarity of Hamas Attacks in Israel (VIDEO).
- BREAKING: At Least Nine Americans Slaughtered by Hamas Terrorists in Israel UPDATE: Total Rises to at Least 11.
The Epoch Times:
- Western Business Fed Up With China.
- ANALYSIS: Sudden Hamas Attack on Israel May Be Used by CCP to Distract West's Attention: Expert.
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 modestly higher, boosted by commodity and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 50% net long heading into the day.
- Asian equity indices are +.25% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 132.5 -2.75 basis points
- China Sovereign CDS 89.75 +2.5 basis points.
- China Iron Ore Spot 110.7 USD/Metric Tonne -1.5%.
- Bloomberg Emerging Markets Currency Index 41.2 +.01%
- Bloomberg Global Risk-On/Risk Off Index 70.6 -.09%.
- Bloomberg US Financial Conditions Index -.06 -13.0 basis points.
- Volatility Index(VIX) futures 18.2 -.14%.
- Euro Stoxx 50 futures +.87%.
- S&P 500 futures +.09%.
- NASDAQ 100 futures +.17%.
BOTTOM LINE: Asian indices are modestly higher, boosted by commodity and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 50% net long heading into the day.
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