Odds for Jackson, when 56% vote in, 50.8% vs 49%.
Maine Senatorial Betting, 10:45PM CT
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Gasoline and Diesel Price Update, and Brent
As of yesterday, from EIA via FRED:
On the Eve of Escalation
New strikes on Iran tonight, from WSJ:
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Gallup on the Eve of the Election
Decline in Gallup’s October reading.
Naval Deployment as of 11/2/2026
From USNI:
Prediction Markets on the Congressional Balance of Power Odds: Democrats Sweep, 3 to 1
5:30pm CT:
Nasdaq Correction
As of today’s close, Nasdaq down 10%, S&P500 4%, from prior peak.
Recession in France?
A statement by the French Business Cycle Dating Committee (CDCEF) of the French Economic Association (AFSE) on 10/29/2026 (original communique in French), by way of Laurent Ferrara (Chair), and secretariatafse@gmail.com.
Friday AI Fallout
Nasdaq, SP500, Bloomberg Magnificent 7 index, over the last week.
Business Cycle Indicators: GDP, Personal Income, Mfg & Trade Sales, Consumption
GDP is up as Jim discussed. Consumption flat, personal income ex-transfers down. Nominal consumption and income both below consensus by 0.1% m/m.