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OIL MARKET 6: West of Suez, things aren’t looking great. Surging covid cases are denting European demand. The index that @alexlongley1  and I compile (high frequency data for UK, France, Italy and Spain) shows road usage down to -10%, from a recovery peak of -6% hit mid-Sep | 6/12

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OIL MARKET 4: The Asian pull is reverberating throughout the global market, mostly via structure. Brent M1-M7 contango has narrowed to a 3-month high this week of -$1.52 a barrel compared to -$3.2 a barrel in mid-Sep. That’s despite weak local demand for North Sea oil | 4/12

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This from Sep. 22 turned out to be too optimistic. The moderators simply gave up on real time fact checking and tossed to the Daniel Dales for after-the-fact checking. Not even symbolic push back. The firehose was too much.

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US U.S. output growth regained momentum in October amid a sustained upturn in demand, with business optimism also improving markedly. The Flash U.S. Composite #PMI  Output Index climbed to a 20-month high of 55.5 (Sep: 54.3). Read more:

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Deaths are a lagging indicator, just starting to turn up at 788/day over last week (highest since Sep 19). While a continued uptrend in deaths is to be expected, a return to March/April levels is unlikely as the virus is not as prevalent today & younger/healthier cases on avg.

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Reduced immunogenicity of the adjuvanted recombinant zoster vaccine after hematopoietic cell transplant: a pilot study [Sep 29, 2020] Camargo et al. @drkomanduri  @BloodAdvances  HT n=30 (17 alloge #IDonce #bmtsm #ImmunoOncc  & @MDonatoBMTmp ; 13 autologous)

Flash #PMI  data from @IHS  indicated that the four largest developed economies (US, Eurozone, Japan and UK) continued to grow collectively in October, but the rate of expansion cooled very slightly - the output index hit 51.8 v 51.9 in Sep

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First-in-Human Trial of the Oral Ataxia Telangiectasia and Rad3-Related Inhibitor BAY 1895344 in Patients with Advanced Solid Tumors [Sep 28, 2020] Yap et al. @CD_AACR  #PrecisionMedicine  #caxtx 

Anyone seen that $NVAX protocol for the UK ph3 trial of NVX-CoV2373? On Sep 24 was said to be coming out "in the coming days".

@stewhampton  Biden is currently polling 2points high 50.7) than Clinton was 4 yrs ago. Since start of Sep, Trump averages 42.6 vs 43.1 in 26, Biden av 59.4 vs Clinton 46.9.

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What’s crazy...both October surprises as they are called...2016 Comey & now...can be entirely blamed on FBI headquarters and failure to properly investigate a laptop. They had Weiner’s in early Sep 2016 and they coulda had this one in early Sep 2019.

% of Americans saying they’re better off now than they were four years ago Sep 2020 (Trump): 55% Dec 2012 (Obama): 45% Oct 2004 (Bush 43): 47% Jul 1992 (Bush 41): 38% Jul 1984 (Reagan): 44% -Gallup

#NCT_DREAM ’s first teaser video with a song ‘Drippin’’, which MARK participated in writing rap parts, is unveiled yesterday! You can check out more from their new album 'We Go Up' on Sep. 3! #NCT ? DREAM’s second mini album #WE_GO_UP ‘’: 2018.09.03 #GO_UP  #NCT_DREAM_GO_UP  _GO_UP

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Canelo Alvarez and Gennady Golovkin agree to terms for trilogy bout, aiming for Sep. 12 at AT&T Stadium, per @pugboxing 

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STUNNING In the last 10 mins of trading on 8/23 as mkts were roiling in the face of more bad trade news, someone bought 386,000 Sep e-minis. 3days later,Trump lied about getting a call from China to restart the trade talks-S&P shot up nearly 80 points. The potential profit +1.5bn

NCT DREAM adds another date to their music variety show ‘NCT DREAM SHOW,’ which will be held on September 30 at 1PM KST! The ticket sale date for the new session starts on Sep.17 at 7PM KST via YES24!   #NCTDREAM  #NCTDREAM_WeGoUp_ #WeGoUp #WE_GO_UPe #NCT_DREAM_SHOWGoUp

OKLAHOMANS!!! Funeral Home Asking Public To Attend Services For WWII Vet with No Living Family 10 AM Wednesday, Sep 4 Grace Hill Cemetery 500 Memorial Drive Perry, OK

Excited to announce were playing the #iTunesFestival  on Sep 4 :) crazy to play the roundhouse!

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Europe, UK & Ireland…can't believe it ! U guys can get tickets on 28th Sep !

playin the #iHeartRadio  festival at @MGMGrand  in VEGAS on Sep 20, its gonna be awesome

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