Greetings,
Equities: Investors are increasingly long on equity futures while also shifting to a net long position in VIX futures, which is unusual.

The United States: Market-based inflation expectations should be heading lower with oil prices.

Commodities: So far, it’s been the best year for gold in decades.

The Eurozone: An improving credit impulse in the Eurozone could bolster economic expansion.

Credit: Cat bonds continue to outperform despite the recent hurricane damage.

Cryptocurrency: Bitcoin broke above resistance at $70k ahead of the US elections.

Food for Thought: GLP-1 drug candidates in the pipeline:

Edited by William Villacis
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