‘Soft’ (Philly Fed & NAHB) and ‘Hard’ data (Retail Sales, Initial Claims) improved today but manufacturing production shit the bed…
Ignoring the manufacturing slump, this data reinforced the ‘no landing’ narrative and pushed rate-cut expectations notably (hawkishly) lower…
Additionally, The Trump Trade has taken hold of the narrative for now…
Goldman’s Chloe Garber told clients today that Polymarket is priced at 60/40, there is ~1.5% upside to 65/35 odds, and 4% downside to 50/50 odds.
“I think there is a possibility this pair could go to the July highs before the election, but it would require some terrible polls for Kamala Harris, whereas a lot of work has been done.
Clients are betting this direction because a 60/40 market going to 100 delta is still an enticing proposition whereas a coin flip is just hard.”
Importantly, she added that this local Trump trend hasn’t been driven by earnings revisions…revisions have been slightly negative since the end of July, so if 3Q earning season matters, these stocks could get affected. […]
— Read More: www.zerohedge.com
What Would You Do If Pharmacies Couldn’t Provide You With Crucial Medications or Antibiotics?
The medication supply chain from China and India is more fragile than ever since Covid. The US is not equipped to handle our pharmaceutical needs. We’ve already seen shortages with antibiotics and other medications in recent months and pharmaceutical challenges are becoming more frequent today.
Our partners at Jase Medical offer a simple solution for Americans to be prepared in case things go south. Their “Jase Case” gives Americans emergency antibiotics they can store away while their “Jase Daily” offers a wide array of prescription drugs to treat the ailments most common to Americans.
They do this through a process that embraces medical freedom. Their secure online form allows board-certified physicians to prescribe the needed drugs. They are then delivered directly to the customer from their pharmacy network. The physicians are available to answer treatment related questions.
