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Equities: Equity inflows have been exceptionally strong for an election year.
Cryptocurrency: Weak online search activity for ‘bitcoin’ indicates limited direct retail participation in the recent rally, …
… with gains primarily fueled by fund flows.
Rates: This chart shows bond volatility premiums ahead of the US elections.
Commodities: China still consumes more than half of global commodities. This is compared to a less than 30% share of global commodity demand in 2005, according to ANZ Research.
The Eurozone: French bond yields are now above that of Spain.
Emerging Markets: This scatterplot displays the rate differentials of various EM currencies against the USD versus their implied volatility, illustrating potential carry versus risk.
Food for Thought: Time taken for AP to call each state’s presidential race in 2020:
Edited by William Villacis
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