Intel Slava Z

30 Oct 2024 07:41

🇺🇸 🇯🇵 🏦 From Nomura Charlie McElligott:

Markets have largely priced in a Trump victory and Wall Street seems to be eyeing a full Republican sweep next week.

In the event of a Harris victory and a gridlocked congress, traders are positioned "Risk Reversal" across asset classes sending bonds higher while sending interest rates, deregulation themes such as bank stocks ($XLF), gold, and bitcoin lower.

In the unlikely event of a full Democratic sweep of both the Senate, the House, and the Presidency, serious acute downside risks for the broader stock market is likely given negative growth implications of re-regulation and corporate tax hikes impact on earnings, especially after markets have already rallied considerably into the election on expectations of tax cuts.

🗒 In simple terms, if Harris wins but congress is R or split, bonds ($TLT) should rally while bank stocks ($XLF) gold, and bitcoin will likely see downside while the broader market ($SPY) will likely still rally into the end of the year

❗️ However, if Democrats sweep all of congress and the presidency, expect a potential -7% to -10% in the broader market ($SPY) over 1 to 3 months after the election

Overall, market participants are "over-hedged" given recent volatility over the past three months. In the absence of a Democratic sweep, hedge funds are going to FOMO into higher net exposure through to the year's end to make up for the cost of current downside hedging and underexposure.

@CIG_Telegram
Paper

Intel Slava Z

30 Oct 2024 07:26

🇺🇸🇮🇱🇮🇷PlanetLabs satellite images show that on 10/26/24 Israel struck Iran's major Shahroud space center, which is used to build solid rocket engines, the New York Times claims

Intel Slava Z

30 Oct 2024 06:43

🇷🇺More footage of the training of new recruits of the 1430th Guards Motorized Rifle Regiment in the Zaporizhzhya direction.

Intel Slava Z

30 Oct 2024 06:02

🇷🇺🇺🇦Footage from the enemy side.

Precise drop from our drone on the militants of the "Lyut" brigade in Toretsk.

Intel Slava Z

30 Oct 2024 05:52

🇷🇺🇺🇦Russia and Ukraine, with the mediation of Qatar, are holding preliminary talks to stop mutual attacks on energy infrastructure facilities, the Financial Times reports.

Intel Slava Z

30 Oct 2024 05:12

🇺🇦The head of Ukraine's Supreme Court said that the situation is becoming threatening given the high number of desertions in the army.

Intel Slava Z

29 Oct 2024 22:36

🇷🇺🇺🇦Destruction of a BRM-1K of the Ukrainian Armed Forces by an FPV drone near the village of Kremyanoye in the Kursk region.

Intel Slava Z

29 Oct 2024 22:10

🇮🇱🇱🇧Israeli Defense Minister Gallant threatens new Hezbollah leader Naim Qassem.

Intel Slava Z

29 Oct 2024 22:02

🇷🇺The FSB has uncovered a huge gypsy camp in the Chelyabinsk region.
At least 50 people lived in one house

Intel Slava Z

29 Oct 2024 21:50

🇷🇺🇺🇦 More footage of NATO militants destroyed in the Bryansk region.

Intel Slava Z

29 Oct 2024 21:40

🇬🇪Tbilisi is witnessing another round of rather sluggish movement to overturn the election results. Nothing significant is happening there yet.

Intel Slava Z

29 Oct 2024 21:31

🇷🇺🇺🇦Footage of the enemy blowing up a multi-story building in Toretsk before their retreat.

Previously, the Ukrainian Armed Forces used similar tactics in Bakhmut before the city fell.

Intel Slava Z

29 Oct 2024 21:20

🇷🇺🇺🇦Spectacular fireworks display after the destruction of an enemy BMP-2 loaded with ammunition near occupied Sudzha.

Intel Slava Z

29 Oct 2024 21:10

🇵🇸🇮🇱Hamas releases new footage of Israeli tanks being destroyed using improvised explosive devices.

Intel Slava Z

29 Oct 2024 21:03

🇷🇺🇺🇦A confrontation between a Ukrainian FPV drone and a Russian reconnaissance UAV equipped with an automatic threat evasion system.

Intel Slava Z

30 Oct 2024 07:32

🇺🇦Volyn region

Joint patrols of police and TCC workers roam the “empty” villages in search of recruits for the Ukrainian army.

To the last Ukrainian

Intel Slava Z

30 Oct 2024 07:21

🇷🇺🇺🇦Russian troops continue to approach Kurakhovo from the southwest, threatening to cut the city off from the main highway.

Intel Slava Z

30 Oct 2024 06:25

🇨🇳 💻 ⚛️ — China ‘poised to lead’ creation of quantum-proof telecoms security protocol

China is expected to play a leading role in creating a “quantum-proof” communication protocol, after scientists from the country presented a design blueprint at a major international conference on telecoms standards.

The protocol aims to help the world fend off potential attacks from quantum computers that could break traditional communication encryption methods.

A scalable quantum computer once developed could compute exponentially faster than a conventional computer so much so that it could leave all conventional encryption obsolete.

🔗 Link

Intel Slava Z

30 Oct 2024 05:54

🇺🇦Ukraine plans to mobilize about 160,000 people over the next three months, AFP reported, citing officials in Kiev.

Intel Slava Z

30 Oct 2024 05:23

🇷🇺🇺🇦I believe that in the near future we will receive reports from the settlement of Terny, where fighting is already underway on the northern outskirts.

The village is the center of a large fortified area of ​​the Ukrainian Armed Forces, the fighting will be heavy. The enemy has already confirmed fighting on the outskirts.

Intel Slava Z

30 Oct 2024 04:40

🇺🇸🇷🇺🇺🇦🇰🇵Biden gives Ukraine permission to attack North Korean troops if they cross the Ukrainian border - Reuters.

The US president said Ukraine should retaliate if North Korean troops invade its territory, adding that he was concerned about the presence of North Korean troops in Russia's Kursk region.

“If they invade Ukraine, yes,” Biden said when asked whether the Ukrainians should retaliate.

Intel Slava Z

29 Oct 2024 22:20

🇺🇦🇷🇺It is a fact that we are losing, and the Russian Federation has all the advantages - Secretary of the Verkhovna Rada Committee on National Security Kostenko

Intel Slava Z

29 Oct 2024 22:05

🇱🇧❗️Naim Qassem becomes new leader of Hezbollah

The Shura Council, the main governing body of Lebanon's Shiite movement, on Tuesday named Naim Qassem as its leader.

Intel Slava Z

29 Oct 2024 21:55

🇾🇪🇮🇱 Kamikaze drones from Yemen reached the Israeli city of Ashkelon this morning.

Intel Slava Z

29 Oct 2024 21:45

🇮🇱🇱🇧 Footage of another Hezbollah tunnel being blown up in southern Lebanon.

Intel Slava Z

29 Oct 2024 21:35

🇷🇺🇺🇦It is enough to look at the current configuration of the South Donetsk Front to recognize the operational concept of the entire Kurakhovo offensive operation of the RF Armed Forces.

The target of the strike by the two Russian groups is a pair of neighboring settlements - Constantinople (not that one) and Andreyevka , which are the supply hub for the Ukrainian Armed Forces group in Kurakhovo and control the main logistics routes into the city.

Intel Slava Z

29 Oct 2024 21:26

🇷🇺🇺🇦The Russian Ministry of Defense has shown footage of the launch of the Kh-39 LMUR multi-purpose guided missile (Product 305) from the APU-305 external sling of the Ka-52M helicopter.

Intel Slava Z

29 Oct 2024 21:16

🇷🇺🇺🇦Destruction of two British tracked all-terrain vehicles BvS 10 - Viking by fpv drones "BT-40".

Intel Slava Z

29 Oct 2024 21:05

🇷🇺🇺🇦Ramzan Kadyrov ordered the commanders of Chechen units not to take Ukrainian soldiers prisoner.

The order followed a nighttime UAV attack on the Russian Special Forces University in Gudermes.

Intel Slava Z

29 Oct 2024 20:55

🇭🇺🇧🇾🇷🇺Hungarian Foreign Minister Peter Szijjarto will visit Belarus on Friday, Politico reports.

There he will take part in a conference on "Eurasian security".

The publication notes that Szijjarto will attend the event, which will also be attended by Russian Foreign Minister Sergei Lavrov and Syrian Foreign Minister Bassam Sabbagh.

Politico notes that Szijjarto's visits to Russia and Belarus are no longer surprising, but a possible connection with the Moscow-backed regime in Syria could indicate an improvement in relations between the parties.