ABD Seçimleri Kapıda…

BREAKING: Donald Trump has retaken the lead with a 2% higher likelihood of winning the election over Kamala Harris, according to @Kalshi.

At the peak, Trump had a 30 percentage point lead on Harris.

With just 2 days to go, prediction markets say it's a very tight race. pic.twitter.com/rDV4WmiJ7Z

— The Kobeissi Letter (@KobeissiLetter) November 3, 2024

Amerikan 10 yıllıkları yine sıçradı ve 4.30% sınırını aştı. Gelecek hafta hem dünyada (Amerikan seçimleri , FED kararı) hem de bizde (Ekim enflasyon ve enflasyon raporu sunumu) çok fazla gelişme/açıklama var. Kemerleri bağlayalım, piyasalar dalgalanacak, panikleyen kaybeder… pic.twitter.com/Iabh5vWhqj

— Murat Aysan (@MuratAy62255786) October 31, 2024

Key Events This Week:

1. U.S. Presidential Election – Tuesday

2. ISM Non-Manufacturing PMI data – Tuesday

3. Initial Jobless Claims data – Thursday

4. Fed Interest Rate Decision – Thursday

5. MI Consumer Sentiment data – Friday

6. ~15% of S&P 500 companies report earnings…

— The Kobeissi Letter (@KobeissiLetter) November 3, 2024

Warren Buffet'ın dün açıklanan 3'ncü çeyrek bilançosunda nakit stoku 325 milyar $'la yine rekor kırmış.

Apple ve BOFA hisselerini satmaya devam eden Buffet, son 2 yılda 166 milyar $'lık hisse satmış. Ve parayı %5 faizle kısa vadeli tahvillere gömmüş. Risksiz kazanç!
😅 pic.twitter.com/37trbLtoDf

— Berna Gülpınar (@berna_gulpinar) November 3, 2024

Amazon (MONSTER) Insider Trading Alert 🚨

Founder Jeff Bezos will sell $3.05 Billion worth of $AMZN shares. He's already sold over $10 Billion worth this year. pic.twitter.com/8ZFZFSoOQh

— Barchart (@Barchart) November 2, 2024

US house prices have massively outpaced wage growth over the last 5 years:

Since 2020, house prices have skyrocketed by 57% and are sitting at all-time highs.

At the same time, average hourly earnings have risen by just 28%.

In other words, house price growth has been TWICE as… pic.twitter.com/rUER64JPIa

— The Kobeissi Letter (@KobeissiLetter) November 3, 2024