Evening Headlines
Bloomberg:
- Omicron Risks New Inflation Headache for Global Central Bankers.
- Australia Delays Easing Border Rules as It Weighs Omicron Threat.
- Kaisa Is Next Worry for China Bond Traders After Rocky Month.
- Singapore Adds to Its Gold Pile for the First Time in Decades.
- Hong Kong Widens Ban; Singapore Reopening Flops: Virus Update.
- Asia Stocks, U.S. Futures Rise as Virus Fear Eases: Markets Wrap.
- Oil Pushes Higher as Traders Weigh Omicron Risks, OPEC+ Meeting.
- Ghislaine Maxwell Isn’t Jeffrey Epstein, Defense Tells Jury.
- U.S. Drivers Set for Relief at the Pump as Oil Rally Cools.
- Dip Buyers Erase Massive Losses at Unprecedented Clip.
- Making Up for Lost Time, Cargo Ships Are Skipping Oakland And Returning Straight to Asia.
- Treasuries Keep a Grip on Gains Spurred by Omicron Virus Fears.
- Jerome Powell Says Omicron Adds Economic Risks, Inflation Uncertainty.
Wall Street Journal:
- Pentagon Plans to Improve Airfields in Guam, Australia to Confront China.
- Workers Quit Jobs in Droves to Become Their Own Bosses.
- Amazon Alabama Workers to Hold New Union Vote, Labor Official Rules.
- CNN to Review Records Showing Chris Cuomo’s Involvement in Coaching Brother.
- Goldman Expands Benefits to Combat Employee Burnout.
- Microsoft’s Nadella Sells Half of His Shares in Company.
- The Omicron Non-Emergency. Vaccine mandates are hurting hospitals, as a judge blocks Biden’s on healthcare workers.
- Jamie Dimon’s China Joke Is on JPMorgan’s ‘Stakeholders’. His kowtow shows that investor value is still paramount—and maybe in this case it shouldn’t be.
Fox News:
- President backs out of supply chain speech last-minute as nation waits for leader to lead.
- Liberal media bemoans Biden's poor approval rating despite 'achievements'.
- Markets worried COVID omicron variant will lead to new restrictions, boost inflation: El-Erian.
CNBC.com:
- Powell to tell Senate omicron variant poses downside risk to economy, complicates inflation picture.
- Cramer on Covid omicron variant: Panic is not an investment strategy at all.
- HashiCorp aiming for $13 billion valuation in IPO, according to updated prospectus.
- Lululemon fires back at Peloton in growing feud over clothing patents.
- Commerce secretary says House needs to pass CHIPS Act immediately to ease semiconductor shortage.
MarketWatch
- These 60 stocks, including DraftKings, Zillow and Virgin Galactic, are down at least 50% from their 2021 highs.
- This is why everyone is getting a generator.
- S&P 500 may end ‘pretty flat’ in 2022 amid previously ‘unthinkable’ negative real rates, says BofA strategist.
- Who is Parag Agrawal? 5 things to know about the new CEO of Twitter.
Zero Hedge:
- Salvation Army Unrings Bell, No Longer Asking White People To Deliver 'Sincere' Apologies For Their Race.
- Sens. Cruz, Paul Blast "Astounding Authoritarian" Fauci For "I Am Science" Claim.
- Will 2022 Midterms Be The Next Great Crisis Backlash?
- Disney Under Fire For Blocking Simpsons Episode From Hong Kong Streaming Services.
- How California "Solved" Its Record Ship Pileup: It Moved Them Out Of Sight, Over The Horizon.
- The Hidden Victims Of Biden's Border Crisis.
- Hedge Funds Crushed By Surge In Moderna, The Third Most Shorted Name.
- Arabica Stockpiles Experience Largest Plunge Since '98 Amid Severe Shortage.
- Green Technologies Have A Glaring Problem Of Scale.
- FTC Demands Wal-Mart, Amazon & Others Participate In Supply-Chain Probe.
- Think Carefully About Accepting The Concept Of Vaccine Passports.
- Fed Chair Powell Swings Dovish, Blames Omicron Uncertainty.
- Will The Omicron Virus Turn Out To Actually Be Bullish For Stocks.
- A Different Perspective: How Threat-Free Are Americans From COVID-19?
- 'Partner In Crime': Maxwell Prosecution Opens With Sordid Details Of Epstein Sexual Predation.
- Bitcoin & Big-Tech Erase Omicron Fears; Bonds, Black Gold, & The Buck Less Sure.
Newsmax:
- Report: Biden to Delay Suspension of Unvaccinated Federal Workers Until After Holidays.
- Rep. Steil: Concerned Biden Will Use Omicron to Push Agenda.
- Navarro: Evidence Fauci Involved in Wuhan Lab ‘Over the Moon’
- Rep. Grothman: Omicron Brings New Worries on Immigrant Testing.
- Majority Say Biden to Blame for Divided US: Poll.
TheGatewayPundit.com:
- Five Minutes After Telling Americans to Wear Masks Indoors, Biden Violates His Own Mask Mandate (VIDEO).
- DeSantis Said Florida Won’t Lock Down Over ‘Media-Driven Hysteria’ About Omicron Variant
- JUST IN: Biden Regime Quietly Tells Federal Agencies to Suspend Enforcement of Vaccine Mandate For Federal Workers Until After Holidays While Publicly Pressuring “The World” To Take Experimental Jab.
- Trump-Appointed Judge Blocks Biden’s Vaccine Mandate For Healthcare Workers in 10 States.
- Fake News Media Claims 5X Increase in Healthy World-Class Athletes Who Suddenly Collapse Holding Their Chest is Just a “Coincidence” and Nothing to “Panic” Over.
- Maskless Jill Biden Reads Story about the Biden Family to Masked Second Graders Visiting White House (VIDEO).
- Twitter’s New CEO Does Not Care About or Honor American Rights and Freedoms – Says “Our Role Is Not to Be Bound by First Amendment” …Update: Posted Racist Anti-White Tweet.
- ON FIRE! Dr. Naomi Wolf: “Dr. Fauci Should Be Scared of Investigations – There Clearly Is Misconduct Going On” (VIDEO).
The Epoch Times:
OpenVAERS:
- VAERS COVID Vaccine Adverse Event Reports. 654,412 (US) Reports Through November 12, 2021.
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.
Covid-19(Data, Maps, Graphs):
- Our World in Data: New Global Covid-19 Cases(7-day rolling average graphs). New US Covid Hospital Admissions/ICU Admissions/Deaths
- FT.com: Fully Vaccinated by Country(graph). Global Lockdown Stringency Index(map).
- Bloomberg.com: International Travel Restrictions. Case Graphs by State.
- NYTimes.com: County Trends and Clusters. Local ICU Occupancy.
- Brown School of Public Health: Covid Severity by State/County(map). US Hospital Capacity(region).
- CovidActNow: Covid Severity/Infection Rate by Metro Area.
- KFF: US Vaccinations by Race/Ethnicity.
- Carnegie Mellon: Covid-Like Symptoms in Community. Covid Symptom Searches on Google. Covid-Related Dr.Visits. Restaurant Visits. Wearing Masks. (graphs)
- Safegraph.com: Commerce Patterns(graphs).
Night Trading
Morning Preview Links
Earnings of Note
Company/Estimate
- Asian equity indices are +.5% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 91.0 -1.25 basis points.
- China Sovereign CDS 51.75 -2.0 basis points.
- Bloomberg Emerging Markets Currency Index 54.07 +.17%.
- Bloomberg Global Risk-On/Risk Off Index 2,584.0 +80.0 points.
- Volatility Index(VIX) futures 22.0 -.7%.
- Euro Stoxx 50 futures +1.06%.
- S&P 500 futures +.32%
- NASDAQ 100 futures +.24%.
Earnings of Note
Company/Estimate
Before the Open:
- (JKS)/.02
After the Close:
- (AMBA)/.49
- (BOX)/.21
- (HPE)/.49
- (NTAP)/1.21
- (CRM)/.92
- (ZS)/.12
Economic Releases
9:00 am EST
- The FHFA House Price Index MoM for Sept. is estimated to rise +1.2% versus a +1.0% gain in Aug.
- The S&P CoreLogic CS 20-City MoM for Sept. is estimated to rise +1.15% versus a +1.17% gain in Aug.
9:45 am EST
- The MNI Chicago PMI for Nov. is estimated to fall to 67.0 versus 68.4 in Oct.
10:00 am EST
- The Conference Board Consumer Confidence Index for Nov. is estimated to fall to 110.8 versus 113.8 in Oct.
Upcoming Splits
- None of note
Other Potential Market Movers
- The weekly US retail sales reports, Scotiabank Mining Conference, BofA Materials/Infrastructure Conference, Wells Fargo TMT Summit and the Morgan Stanley Consumer/Retail Conference could also impact global trading today.
- 9:30 am - 1:00 pm EST
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