– Israeli military says it killed a Hamas commander
– Biden administration’s $14 billion aid request for Israel would significantly expand its missile defenses

Our coverage is free to read: https://t.co/ndDm6qMBIo

— Bloomberg (@business) November 7, 2023

Israel has surrounded Gaza City and is moving in for what is likely to be the 'most intense fighting yet.'

Sky's @DominicWaghorn shares the latest on the Israel-Hamas conflict.https://t.co/J16FdwGH04

Sky 501, Virgin 602, Freeview 233 and YouTube pic.twitter.com/5oIgn7pdKZ

— Sky News (@SkyNews) November 6, 2023

'Corporate America is delivering the bleakest sales reports in four years this earnings season, a sign that weakening consumer demand is limiting companies' ability to raise prices further.' https://t.co/pbSZfEzBQB pic.twitter.com/YyP5yzlLa5

— Jesse Felder (@jessefelder) November 6, 2023

LARGEST CUTS TO S&P 500 EPS ESTIMATES OVER THE FIRST MONTH OF A QUARTER SINCE Q2 2020

During the month of October, analysts lowered EPS estimates for the fourth quarter by a larger margin than average.

The Q4 bottom-up EPS estimate (which is an aggregation of the median EPS… pic.twitter.com/xAQ2OHT9WG

— PiQ (@PiQSuite) November 7, 2023

The "bull market" of 2023 as visualized by new highs vs new lows on the $NASDAQ

Not much of a bull market at all as risk appetite has been very subdued outside of a handful of stocks

Most bull markets have much more new highs than new lows for an extended period of time pic.twitter.com/hXcEC3UBcv

— Markets & Mayhem (@Mayhem4Markets) November 7, 2023

The holiday spending outlook is sluggish across thousands of retailers: CNBC Supply Chain Surveyhttps://t.co/SiWX4XnW5v

— Christophe Barraud (@C_Barraud) November 7, 2023

#Fed Says Tight Credit Standards, Weak Demand Persist at US Banks – Bloomberg
https://t.co/X39xNN2yX4 pic.twitter.com/udpiVs56gY

— Christophe Barraud (@C_Barraud) November 7, 2023

The ongoing tightening of credit conditions suggests that C&I Loan growth could contract again in the coming quarters. pic.twitter.com/k5vUJOGS1m

— Christophe Barraud (@C_Barraud) November 7, 2023

Global Supply-Chain Pressure Hits Record Low, NY #Fed Gauge Shows – Bloomberghttps://t.co/1YP2j8TxAI pic.twitter.com/8qQb7nU5Qs

— Christophe Barraud (@C_Barraud) November 7, 2023

The US unemployment rate is up 50bps from its cycle low….this suggests a recession is knocking on the door.

If history is any guide, ongoing rally in stocks won't be durable and H1 2024 is likely to be rough for equities. pic.twitter.com/vGD5tpy0I6

— Puru Saxena (@saxena_puru) November 6, 2023

Housing November 6th Weekly Update: Inventory Still Increasing, Up 0.8% Week-over-week https://t.co/dBbM6TCPs8 pic.twitter.com/5Qc6IvZygj

— Bill McBride (@calculatedrisk) November 6, 2023

Federal Reserve Bank of Minneapolis President Neel Kashkari said it’s too soon to declare victory over inflation https://t.co/F191xEsRII

— Bloomberg Markets (@markets) November 7, 2023

Fed Governor Lisa Cook said she is closely monitoring weaknesses at nonbank financial institutions as the central bank’s policy cools the economy and leads to tighter financial conditions https://t.co/hrEaBlFquD

— Bloomberg Markets (@markets) November 6, 2023

While the US banking sector is stable, growing vulnerabilities leave at least some institutions under a near-term threat of funding pressure and capital shortfalls, according to Federal Reserve Bank of New York staff. https://t.co/lWOKVnJShG

— Bloomberg Markets (@markets) November 6, 2023

According to the DKW model, the real term premium has been the main driver of the rise in nominal yields since July 26 FOMC.https://t.co/CIyUq2PD6Q pic.twitter.com/5ksblyXb1L

— Nicolas Goetzmann (@NicolasGoetzman) November 7, 2023

Shutdown deadline poses test for US Congress: Is compromise possible? https://t.co/B9L5fHck05 pic.twitter.com/it3os8U6Ej

— Reuters (@Reuters) November 6, 2023

US Treasury Secretary Janet Yellen and her Chinese counterpart will hold two days of talks in San Francisco this week https://t.co/AIDiW9tcWj

— Bloomberg Economics (@economics) November 6, 2023

China's October trade balance at 405.47 billion yuan:#Exports -3.1% y/y, Prev. -0.6%;#Imports +6.4% y/y, Prev. -0.8% ;
China's October trade balance at $56.53 bln in USD term.#Exports -6.4% y/y, Est. -6.2%;#Imports +3.0% y/y, Est. -6.3%;
1/n #trade #economy pic.twitter.com/LPiYi5maEK

— CN Wire (@Sino_Market) November 7, 2023

JUST IN
China's end-October forex reserves are $3.10122 trillion, vs. the previous $3.11507 tln.
Gold reserves are $142.71 bln vs the previous $131.78 bln, which increased by 0.74 million ounces to 71.2 million ounces.Increase for the 12th consecutive month.
#China $CNH…

— CN Wire (@Sino_Market) November 7, 2023

#IMF LIFTS #CHINA 2023 GROWTH FORECAST TO 5.4% FROM 5% – BBG
*IMF LIFTS CHINA 2024 GROWTH FORECAST TO 4.6% FROM 4.2%
*IMF LIFTS CHINA GROWTH FORECASTS ON STRONG 3Q, POLICIES

— Christophe Barraud (@C_Barraud) November 7, 2023

Falling pork prices threaten to push China back into deflation https://t.co/gr2Zn778YQ

— Financial Times (@FT) November 7, 2023

A Japanese labor organization representing retail, restaurant, textile and other industry unions plans to set a 6% pay increase target for annual wage negotiations next spring. https://t.co/xgaWbjKoA0

— Nikkei Asia (@NikkeiAsia) November 6, 2023

China #Vanke said it will repay debts on time.#China #property #realestate https://t.co/pA36lYMJFw pic.twitter.com/bmXEfRiAjd

— CN Wire (@Sino_Market) November 7, 2023

China #Vanke says the group's net debt ratio is approximately 53%, which is relatively low compared to the industry average. And the A/L ratio is around 66%, meeting the official "three red lines" indicators and indicating a healthy financial position.
There are no outstanding…

— CN Wire (@Sino_Market) November 7, 2023

China Vanke's onshore bonds are rallying.
2025 April due 3.45% bonds jump 10%,
2025 June due 3.90% bonds rise 5%,
2024 May due 3.40% bonds rebonds over 3%.#China #Vanke #property #realestate #realty https://t.co/pA36lYMJFw pic.twitter.com/pt6XGz1MMF

— CN Wire (@Sino_Market) November 7, 2023

PBOC conducted 353 billion yuan of the 7-day RRP on Monday. A total 259 of billion yuan will be drained from the market on a net basis as 612 billion yuan comes due today.#China #liquidity https://t.co/8UsYATPwDI

— CN Wire (@Sino_Market) November 7, 2023

Exclusive: China's clashing priorities behind rare money market distress https://t.co/hFBEMHi90e pic.twitter.com/ai2rs2FfEN

— Reuters (@Reuters) November 6, 2023

Philippines aiming to seal "reciprocal" troop pact with Japan https://t.co/ptjzG8CiA0 pic.twitter.com/eFBL4Bdt8P

— Reuters Asia (@ReutersAsia) November 6, 2023

#GERMANY SEPT. INDUSTRIAL PRODUCTION FALLS 1.4% M/M; EST. -0.1% – BBG
*GERMANY SEPT. INDUSTRIAL PRODUCTION FALLS 3.7% Y/Y; EST. -2.7%

— Christophe Barraud (@C_Barraud) November 7, 2023

German industry shrinks more than expected amid recession risks https://t.co/xwhUoK4VuS via @weberalexander pic.twitter.com/hML4WyuKr0

— Zoe Schneeweiss (@ZSchneeweiss) November 7, 2023

*EURO AREA SEPT. PRODUCER PRICES RISE 0.5% M/M; EST. +0.5% – BBG
*EURO AREA SEPT. PRODUCER PRICES FALL 12.4% Y/Y; EST. -12.5%

— Christophe Barraud (@C_Barraud) November 7, 2023

Supermarket deals push UK food inflation down to single digits https://t.co/mx3yDSweRq via @KatieLinsell pic.twitter.com/89IPj4VrXN

— Zoe Schneeweiss (@ZSchneeweiss) November 7, 2023

UK house prices up for the first time in months, Halifax says https://t.co/htPkyGRUOj via @tomelleryrees pic.twitter.com/dv9RKe2wq6

— Zoe Schneeweiss (@ZSchneeweiss) November 7, 2023

ECB must remain vigilant, be ready to hike rates again, Holzmann says https://t.co/xCuGGuDuQi pic.twitter.com/Ly2rrwnA27

— Reuters (@Reuters) November 6, 2023

UK inflation will soon match rest of world, BOE’s Pill says https://t.co/WMND1G3hHi via @tomelleryrees @irinaanghel12 pic.twitter.com/zcr56Iit1R

— Zoe Schneeweiss (@ZSchneeweiss) November 7, 2023

Chancellor Olaf Scholz’s Social Democrats propose loosening Germany’s constitutional borrowing restrictions to allow a massive increase in public investment, in a push likely to deepen the faultlines in the governing coalition https://t.co/nMkjuViiSW

— Bloomberg Markets (@markets) November 6, 2023

Europe’s natural gas traders are starting to see early signs that demand may pick up this winter, adding to risks in a market that’s been laser-focused on supply shocks https://t.co/r18p7tPTsp via @MaznevaElena @a_shiryaevskaya pic.twitter.com/WLJOzqe6J2

— Zoe Schneeweiss (@ZSchneeweiss) November 6, 2023

Sunak toned down North Sea oil and gas plans after legal advice https://t.co/FkPx169NQw via @alexwickham pic.twitter.com/1Ye7XLWIGr

— Zoe Schneeweiss (@ZSchneeweiss) November 6, 2023

EXCLUSIVE-RUSSIA'S PUTIN TO STAY IN POWER PAST 2024, SOURCES SAY

Vladimir Putin has decided to run in the March presidential election, a move that will keep him in power until least 2030, as the Kremlin chief feels he must steer Russia through the most perilous period in… pic.twitter.com/QwFIn4efMA

— PiQ (@PiQSuite) November 6, 2023

#WeekAhead Preview: Week 45 (2023)

U.S. Senior Loan Officer Opinion Survey
Powell, Lagarde Remarks and Other Central Banks’ Speeches
#BOC and #BOJ Minutes
Chinese Data
…https://t.co/6HoHDEp6Ol

— Christophe Barraud (@C_Barraud) November 5, 2023