Evening Headlines
Bloomberg:
- Biden’s Middle East Mission Unraveling After Deadly Hospital Blast.
- US Puts 2,000 Troops on Higher Alert as Israel Readies Assault.
- Fate of 200 Hostages Taken by Hamas Hinges on Qatar’s Diplomacy.
- US Says China Has Stepped Up ‘Risky’ Behavior in South China Sea.
- Raids, Arrests Send Chill Through Indian Media Ahead of Vote.
- Asia Stocks Eye Gains; Bonds Sink on Fed Rate Bets: Markets Wrap.
- Oil Rallies as Gaza Hospital Blast Ratchets Up Regional Tensions.
- X to Test Charging Users $1 a Year to Reduce Spam, Bot Accounts.
- UPenn Donors Pile Pressure on School as David Magerman Pulls Support.
- AI Startup Wants to Make Sure Chatbots Don’t Tell People How to Vote.
- Nvidia Warns of Product Snags From US Tightening Export Rules.
- US Regulator Pledges Harsher Punishment for Wall Street Misdeeds.
Zero Hedge:
- Arab Leaders Refuse To Meet Biden, Jordan Trip Canceled, Protesters Surround US Embassy In Beirut.
- First Speaker Vote A Bust As Jordan Loses 20 Republicans.
- Pro-Hamas Groups Push Critical Race Theory, Socialism In US.
- Top Japanese Energy Trader Warns 'World Running Short Of LNG For Energy Transition' .
- DeSantis Draws Red Line On Gaza Refugees, GOP Field Follows Suit (Except Nikki Haley).
- Meat-Giant Tyson Foods Reveals New Insect Plant In 2025.
- Green Movement Still Steamrolling Rational Resistance To Climate Chicanery.
- The Left's Cognitive Dissonance Crisis Exposed In One Tweet.
- Deaths Of Despair Afflict More Cohorts Than Case-Deaton Originally Found.
- These Are The Two Crash Hedges Recommended By BofA's Bearish Derivatives Desk.
- Zombie Firms: Navigating The Looming Threat Of Higher Interest Rates.
- US stocks finished mixed as participants digested firm data, earnings releases and geopolitical headlines - Newsquawk Asia-Pac Market Open.
- "We Are Being Lied To": Marc Andreessen's Techno-Optimist Manifesto Warns Civilization Depends On More AI, Not Less.
- Biden Joins Truth Social, Immediately Gets Pummelled Into Oblivion.
- Latest Fund Manager Survey Finds "Notable Disconnect" Between Macro Views And US Stocks.
- Global Debt At Record Levels And The Free Lunch Is Over.
- WTI Extends Gains After API Reports Across-The-Board Inventory Draws.
- "Lower for longer" pain.
- The Triumph Of The Apocalyptics.
- Have Central Banks Lost Control Of The Gold Price?
- Treasury yields spike on hot retail sales with tech hit on fresh US export curbs - Newsquawk US Market Wrap.
- 'Seasonally-Adjusted' "Good News" Batters Bonds; Biden Bruises Big-Tech.
Wall Street Journal:
- Appeasing Iran Has Failed. Obama and Biden’s effort at détente with Tehran destabilized the entire region and emboldened Hamas.
- Hamas and Black Lives Matter in Chicago. Progressives disrupt the City Council to block a pro-Israel resolution.
- Why It’s Obvious Iran Approved Hamas’s Attack. If you understand how the Islamic Republic’s power centers work, it becomes clear what happened.
- Hamas War Shows Us What American Universities Stand For. Some students celebrate and many presidents equivocate. No wonder trust in higher ed is down.
- Home Insurance Is So High in This Florida Town, Residents Are Leaving.
- Biden Trip to Mideast, on Heels of Deadly Hospital Bombing, Carries Risks for U.S. Policy.
- Goldman Sachs Reports 33% Profit Drop.
- U.S. Tightens Curbs on AI Chip Exports to China.
- Fed to Propose Lowering Debit-Card Swipe Fees.
- How Generative AI Will Change the Way You Use the Web, From Search to Shopping.
- Tech Leaders Discuss the World-Changing Risks, Weaknesses of AI.
- Trump Challengers Are Begging for Money but Big Donors Aren’t Giving.
CNBC.com:
- The world has to add or replace 50 million miles of transmission lines by 2040, IEA says.
- Stocks making the biggest moves after hours: United Airlines, J.B. Hunt and more.
- Israel denies targeting Gaza hospital, Palestinian leader Abbas cancels meeting with Biden.
- United Airlines says pricier fuel, war in Middle East will weigh on profits.
- Roblox tells employees they have to come to office three days a week or take severance package.
- GM to delay all-electric truck production at Michigan plant until late-2025.
- How GenZ uses technology — flip phones, digital cameras, voice memos.
MarketWatch.com:
- Long-term U.S. Treasury yields may resume their march higher despite recent bond-market swings, BlackRock says.
- Wall Street’s biggest bear is standing by his call for stocks to slump 10% by January. Here are 4 charts that support his point.
- ‘Bears are back in town,’ pushing 10-year Treasury yield closer to 5% after U.S. data.
- 5 charts that show how the housing market crashed and burned in 18 months.
Newsmax:
Fox News:
- Israel says Islamic Jihad's 'failed rocket launch' to blame for Gaza hospital explosion.
- Jordan cancels summit with Biden as conflict pushes region 'to the brink'.
- Top Israel official predicts US ‘involvement’ if Iran joins war.
- Victoria's Secret ditches prioritizing wokeness over 'sexiness' after sales drop.
- Rapper convicted of helping launder millions into Obama campaign makes new claim.
TheGatewayPundit.com:
- UPDATE: Jim Jordan Loses Vote for House Speaker on the First Vote – Here are the 20 GOP Turncoats Who Voted Against Jordan in Leadership Role
- Judge Chutkan Releases Official Gag Order on Trump and It’s Worse Than We Thought
- Palestinian Leader, Jordan Cancel Planned Meeting with Joe Biden After Hospital Strike.
- Arkansas Leads the Charge: Gov. Sarah Sanders Mandates Chinese State-Owned Company to Sell its American Farmland (VIDEO).
- BREAKING: Former GOP Candidate for MI Gov. and Father of 5 Is Sentenced to Prison Because Obama-Appointed Judge Didn’t Believe He Was “Truly Remorseful” For His Non-Violent Jan 6 Misdemeanor Charge.
- Biden Regime Proposes Hefty $100 Billion Aid Package for Ukraine, Israel, and Allegedly for US Border.
- WORLD WAR III WATCH: Biden Mulls Military Response if Hezbollah Attacks Israel.
- NOW: Contact The 20 ‘Republicans’ Who Voted Against Jim Jordan BEFORE The Next Ballot.
- Gaetz: Hakeem Jeffries Not Really in Charge of Democrats, He’s Just the ‘Frontman’.
- 13 Far-Left Congressional Democrats Led by Black Lives Matter Activist Cori Bush Put Forth Sick Resolution Demanding Israel Stop Fighting Back Against Hamas Terrorists.
- RINO Don Bacon WILL NOT Vote for Jim Jordan on the House Floor: “I’m Not Budging, I’m a Five-Time Commander”
- Nikki Haley Argues to Bring One Million Hamas Supporting Palestinians to the US from Gaza – Where Over 68% of Population Supports Terror Strikes on Israel.
- Republicans Pounce After Kamala Harris Calls for “Assault Weapons” Ban of “Weapons of War” After Unarmed Israelis Massacred by Hamas.
- Billionaire and Democrat Voter Chamath Palihapitiya Changes Tune: Admits He Was Wrong About Trump, Says Trump Derangement Syndrome Did More Harm Than Trump Himself (VIDEO).
The Epoch Times:
- Shockwaves from China’s Real Estate Implosion Hit Steel and Cement Industries.
- China’s Diplomatic Wins in the Middle East.
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 lower, weighed down by technology 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 25% net long heading into the day.
- Asian equity indices are -.5% to unch. on average.
- Asia Ex-Japan Investment Grade CDS Index 127.5 +1.25 basis points.
- China Sovereign CDS 81.25 -.25 basis point.
- China Iron Ore Spot 118.1 USD/Metric Tonne +.51%.
- Bloomberg Emerging Markets Currency Index 41.22 -.06%
- Bloomberg Global Risk-On/Risk Off Index 74.5 +3.1%.
- Bloomberg US Financial Conditions Index .00 -10.0 basis points.
- Volatility Index(VIX) futures 19.0 +2.8%.
- Euro Stoxx 50 futures -.34%.
- S&P 500 futures -.30%.
- NASDAQ 100 futures -.28%.
BOTTOM LINE: Asian indices are modestly lower, weighed down by technology 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 25% net long heading into the day.
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