TRUMP: NOT REPLACING HEGSETH, HE'S DOING A VERY GOOD JOB
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IRAN CLAIMS CREDIT FOR TRUMP'S MIDTERM DEFEAT
Iran's security chief Mohsen Rezaei says Tehran delivered both a military and political defeat to President Trump, following Republicans' sweeping midterm losses.
“The Iranian nation handed Trump a strategic defeat on the battlefield and in Hormuz — and a POLITICAL DEFEAT in Washington,” Rezaei wrote on X.
The remarks come as Vice President JD Vance has reportedly invited Rezaei to discuss ending the Iran war.
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Iran's security chief Mohsen Rezaei says Tehran delivered both a military and political defeat to President Trump, following Republicans' sweeping midterm losses.
“The Iranian nation handed Trump a strategic defeat on the battlefield and in Hormuz — and a POLITICAL DEFEAT in Washington,” Rezaei wrote on X.
The remarks come as Vice President JD Vance has reportedly invited Rezaei to discuss ending the Iran war.
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U.S. STOCKS EXTEND GAINS; S&P 500 UP 1.84%, NASDAQ UP 2.1%
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PUTIN ENVOY DMITRIEV DISMISSES REPORTS OF RUSSIAN DIESEL TANKERS BOUND FOR US CHANGING COURSE AS "FAKE"
DMITRIEV SAYS TANKERS "CONTINUE ON COURSE"
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DMITRIEV SAYS TANKERS "CONTINUE ON COURSE"
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GOLDMAN SACHS: SHORT USD/JPY IS THE BEST FX HEDGE AGAINST AN AI SELLOFF
Goldman Sachs recommends selling the US dollar against the Japanese yen to hedge against a potential AI-driven stock market decline.
The bank analyzed the 20 largest episodes since 2000 when equities and bond yields fell simultaneously, finding that the yen consistently stood out as a defensive currency.
Goldman argues that a sharp AI selloff could trigger falling Treasury yields and renewed demand for the yen.
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Goldman Sachs recommends selling the US dollar against the Japanese yen to hedge against a potential AI-driven stock market decline.
The bank analyzed the 20 largest episodes since 2000 when equities and bond yields fell simultaneously, finding that the yen consistently stood out as a defensive currency.
Goldman argues that a sharp AI selloff could trigger falling Treasury yields and renewed demand for the yen.
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APPLE KICKS OFF SEVEN-PART US DOLLAR HIGH-GRADE BOND SALE
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US JOBLESS CLAIMS -6K TO 189K IN OCT-31 WK; SURVEY 197K
US OCT-24 WEEK CONTINUING CLAIMS +23K TO 1,718,000
US OCT-24 WEEK JOBLESS CLAIMS REVISED TO 195K
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US OCT-24 WEEK CONTINUING CLAIMS +23K TO 1,718,000
US OCT-24 WEEK JOBLESS CLAIMS REVISED TO 195K
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U.S. TREASURY YIELDS HOLD STEADY AFTER DATA; YIELD ON 10-YEAR TREASURY NOTE LAST UP 1.04 BASIS POINTS AT 4.902%
TWO-YEAR U.S. TREASURY YIELDS LAST UP 3.31 BASIS POINTS AT 4.614%
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TWO-YEAR U.S. TREASURY YIELDS LAST UP 3.31 BASIS POINTS AT 4.614%
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CHINESE AI LAB MOONSHOT TURNED TO EUROPE FOR NVIDIA BLACKWELL ACCESS AMID U.S. CHINA CURBS - CNBC
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CHINESE AI LAB SEEKS NVIDIA BLACKWELL CHIPS THROUGH EUROPEAN DATA CENTERS
China's Moonshot AI has reportedly explored renting Nvidia's advanced Blackwell computing capacity in Europe, potentially circumventing US restrictions on chip exports to China.
According to CNBC, discussions included access to clusters of 8,000 or more Blackwell GPUs, with Moonshot potentially offering 30%–50% higher upfront payments than non-Chinese customers.
US export controls restrict physical chip shipments to China, but remote access through overseas cloud providers remains a regulatory gap.
Washington is considering legislation to close that loophole.
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China's Moonshot AI has reportedly explored renting Nvidia's advanced Blackwell computing capacity in Europe, potentially circumventing US restrictions on chip exports to China.
According to CNBC, discussions included access to clusters of 8,000 or more Blackwell GPUs, with Moonshot potentially offering 30%–50% higher upfront payments than non-Chinese customers.
US export controls restrict physical chip shipments to China, but remote access through overseas cloud providers remains a regulatory gap.
Washington is considering legislation to close that loophole.
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FED'S HAMMACK CALLS FOR GRADUAL RATE HIKES AS INFLATION MOVES IN WRONG DIRECTION
Federal Reserve official Beth Hammack says US monetary policy needs to become more restrictive, warning that inflation remains too high and is moving in the wrong direction.
Hammack argues that gradual interest-rate increases offer the best path back to the Fed's 2% inflation target, while minimizing disruption to the economy and financial system.
She also emphasized the importance of Fed independence and expressed confidence in the US dollar's global reserve-currency status.
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Federal Reserve official Beth Hammack says US monetary policy needs to become more restrictive, warning that inflation remains too high and is moving in the wrong direction.
Hammack argues that gradual interest-rate increases offer the best path back to the Fed's 2% inflation target, while minimizing disruption to the economy and financial system.
She also emphasized the importance of Fed independence and expressed confidence in the US dollar's global reserve-currency status.
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MARCO RUBIO REPORTEDLY CONSIDERING TRUMP ADMINISTRATION EXIT AHEAD OF 2028
Secretary of State Marco Rubio could leave the Trump administration to prepare for a 2028 presidential run, according to The Independent, citing political insiders.
Sources say Rubio may seek to distance himself from the Iran war following Republicans' devastating midterm losses, potentially setting up a nomination battle with Vice President JD Vance.
Some insiders expect several Cabinet departures, although others say Rubio has shown no intention of resigning.
The White House and State Department strongly denied the report, calling it baseless.
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Secretary of State Marco Rubio could leave the Trump administration to prepare for a 2028 presidential run, according to The Independent, citing political insiders.
Sources say Rubio may seek to distance himself from the Iran war following Republicans' devastating midterm losses, potentially setting up a nomination battle with Vice President JD Vance.
Some insiders expect several Cabinet departures, although others say Rubio has shown no intention of resigning.
The White House and State Department strongly denied the report, calling it baseless.
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RUBIO REPORTEDLY 'ON RESIGNATION WATCH' AFTER GOP MIDTERM DEFEAT: INDEPENDENT
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*BARKIN SAYS INFLATION IS FED'S MOST IMPORTANT RISK NOW
*BARKIN DOES NOT EXPECT INFLATION TO ACCELERATE OR FALL
*BARKIN SAYS MONETARY POLICY CURRENTLY AROUND NEUTRAL
*BARKIN SAYS GRADUAL POLICY APPROACH 'MAKES SENSE'
*BARKIN SAYS POLICY PATH CLEAR; QUESTION IS PACE
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*BARKIN DOES NOT EXPECT INFLATION TO ACCELERATE OR FALL
*BARKIN SAYS MONETARY POLICY CURRENTLY AROUND NEUTRAL
*BARKIN SAYS GRADUAL POLICY APPROACH 'MAKES SENSE'
*BARKIN SAYS POLICY PATH CLEAR; QUESTION IS PACE
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US PRODUCTIVITY SURGES IN Q3, BEATING EXPECTATIONS AS LABOR COSTS FALL
US nonfarm business productivity rose 3.6% annualized in Q3 2026, crushing expectations for a 0.7% contraction and marking the strongest growth in four quarters.
Meanwhile, unit labor costs fell 0.7% annualized, versus expectations for a 1.8% increase, suggesting reduced wage-related inflation pressure.
The BLS also revised annual productivity growth higher to 3.2% in 2024 and 2.3% in 2025, while lowering labor-cost estimates for both years.
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US nonfarm business productivity rose 3.6% annualized in Q3 2026, crushing expectations for a 0.7% contraction and marking the strongest growth in four quarters.
Meanwhile, unit labor costs fell 0.7% annualized, versus expectations for a 1.8% increase, suggesting reduced wage-related inflation pressure.
The BLS also revised annual productivity growth higher to 3.2% in 2024 and 2.3% in 2025, while lowering labor-cost estimates for both years.
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RUSSIA'S PUTIN, IRAN'S TOP SECURITY OFFICIAL MOHSEN REZAI MEET IN KREMLIN - IFX
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MEXICAN PRESIDENT SHEINBAUM SAYS IT IS VERY LIKELY AND LOGICAL THAT RAIDS AND "RACISM" AGAINST IMMIGRANTS INFLUENCED THE LATINO VOTE IN US MIDTERM ELECTIONS
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*TESLA SHARES EXTEND DECLINE TO 10%, SPACEX SHARES FALL 7.5%
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BTIG WARNS STOCK MARKET ROTATION COULD TRIGGER BROADER SELLOFF
BTIG warns that Wall Street's relentless sector rotation is masking growing market fragility, with investors selling one group of stocks to buy another without meaningful overall gains.
Currently, 22% of S&P 500 stocks are technically overbought, yet the index's own RSI sits at just 50.4.
BTIG says this divergence has been more extreme only once before: April 19, 1999.
Semiconductor stocks are now oversold, while defensive sectors are increasingly stretched.
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BTIG warns that Wall Street's relentless sector rotation is masking growing market fragility, with investors selling one group of stocks to buy another without meaningful overall gains.
Currently, 22% of S&P 500 stocks are technically overbought, yet the index's own RSI sits at just 50.4.
BTIG says this divergence has been more extreme only once before: April 19, 1999.
Semiconductor stocks are now oversold, while defensive sectors are increasingly stretched.
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