[stock-ticker]
Morning Note October 10, 2016

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Monday, October 10, 2016

 

SPX Up, Dollar Up, Crude Up

The second US Presidential debate kicked off last night in a fiery session of character assassination between Clinton and Trump. It’s hard to tell who won the debate due to the bond market holiday. Drudge Report polled +600k giving Trump the win 56% vs. Clinton 44%

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Globalization Is Done
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Obama’s Illusionary Recovery Is Being Ripped Apart
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Keiser Report: Bubble economy sins
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US Money Base hits 1Q14 low. Bad for Equities.
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The F-35 can’t fight in WWIII because it’s too hot in the desert
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Morning Note October 7, 2016

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Friday, October 07, 2016

 

SPX Down, Dollar Up, Crude Flat

Global markets are slightly under pressure in the overnight ahead of the US NFP data. Three themes in play today include the GBP/USD flash crash shifting forex flows, NFP data, and the sell off in US treasuries. The consensus on today’s NFP data is 171k. The survey range is 125k- 220k. Below is NFP overlaid with US productivity. Our focus is the overall trend of NFP not so much the individual prints. NFP has been deteriorating since 2010 in a negative slope now testing the lower range of the channel. US productivity slips for the first time in three decades, which makes us question how productive are these NFP jobs?

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Anonymous – Message to the United States Government 2016
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The US Government Is Working On An “End Game” Plan Behind Closed Doors
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The US Air Force Just Dropped Two Fake Nukes
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