Tradingideasandinvestmentstrategiesdiscussedhereinmaygiverisetosignificantriskandarenotsuitableforallinvestors.Investorsshouldhaveexperienceinrelevantmarketsandthefinancialresourcestoabsorbanylossesarisingfromapplyingtheseideasorstrategies.>>Employedbyanon-USaffiliateofBofASandisnotregistered/qualifiedasaresearchanalystundertheFINRArules.Referto"OtherImportantDisclosures"forinformationoncertainBofASecuritiesentitiesthattakeresponsibilityfortheinformationhereininparticularjurisdictions.BofASecuritiesdoesandseekstodobusinesswithissuerscoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.Refertoimportantdisclosuresonpage9to11.12710581TheFlowShowSurprises&SweepsScoresontheDoors:crypto28.7%,oil17.1%,gold14.4%,stocks13.1%,commodities11.1%,US$4.0%,cash2.8%,HYbonds3.0%,IGbonds-0.1%,govtbonds-4.8%YTD.TaleoftheTape:shiftinUSelectionprobabilitiespre-andpost-debate…Trump/splitCongressdownfrom41%to39%,Trumpsweepupfrom25%to36%,Biden/splitCongressdownfrom26%to8%,Harris/splitCongress0%to13%,Biden/Harrissweepdownfrom8%to4%(Table1).ThePriceisRight:mainprice-actionpastweekasTrumpsweepprobabilityincreased…winners=ratesvol,yieldcurvesteepeners,banks,tech;losers...
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