• Markets helped by news Pelosi and Mnuchin have restarted stim talks and that the administration is potentially open to a larger deal
• Equity positioning is light (our index shows positioning at +1.2 on a scale of -10 to +10), thus we could see a continuation of positive sentiment into the elections.
• overnight Asia was small down with the exception SHCOMP +2% playing catch up after Globen week holiday
• New this morning of "Donald Trump planning a rally tomorrow — supposedly 10 days since his diagnosis
• In terms of Sectors; Miners +2% outperforming as copper, Gold and Silver all + >1% as $ fades further this morning
• Pharmam and Retail slightly outperforming +50% After some co's raised guidance in the sectors including Novo Nordisk (+3%, ADR), Zalando (+7%), GN, Global Fashion Group (+9%) all raised guidance
