Monday Macro – October in the rearview mirror and a UK budget postmortem

Plus what to watch out for stateside in the election. And a fairly dismal October in the markets, with the French and Mexicans in the rear and South Africa and Taiwan powering ahead

The fateful week is upon us, and I’ve noticed a subtle shift in the last few days regarding the impending US general election. Last week, I said that the black swan event for many on Wall Street was a Harris win—so many US investment professionals were piling into the Trump Trade (he wins) that hardly anyone seemed willing to consider that Harris might …