Zelensky Telegraphs 40-Day Pressure Offensive On Russia, Fueling Fears Of Slide Toward WW3

The 'Blame Game' In Private Credit Begins Submitted by QTR's Fringe Finance This morning I warned (again) this wasn’t a normal market in private credit. It was a liquidity event. And today it’s becoming something else too. According to the Financial Times, the SEC is now questioning whether Egan-Jones, a small but deeply embedded credit rating agency in private credit, can “consistently produce credit ratings with integrity.” That’s not a routine inquiry. That’s the regulator openly wondering whether one of the key cogs in the machine was ever doing its job properly in the first place....

Key Events This Week: CPI, PPI, Earnings Start And Warsh Speaks This week markets will navigate the latest complex geopolitical news amid a barrage of news including the latest US inflation data, with September CPI on Wednesday and PPI on Thursday, the final readings before the Fed’s October 28 meeting, alongside a broader US activity pulse from retail sales (Thursday) and industrial production (Friday). After Columbus Day today where US bond markets will be closed but equities open, Q3 US earnings season also gets properly under way tomorrow, led by...

CNN Sees Metric That Looks 'Darn Good' For Republicans Before The Midterms CNN chief data analyst Harry Enten reported Wednesday that voter registration data in four swing states favors Republicans heading into the November midterms. This measure runs counter to polling showing Democrats ahead. Enten told anchor John Berman that Republicans have improved their party registration margin relative to Democrats by 4 to 8 points in Arizona, Nevada, North Carolina, and Pennsylvania since the midpoint of President Donald Trump's first term. The comparison covers the eight years between the 2018 midterms...