Veterans’ Day, Election Day, Cambridge Paper + PBD. What did the election really show? Is this more of the same eviction cycle? Did it stress test ‘resilient’? Why were revisions to retail sales so big? Why are there benchmark revisions in the 1st place? Where do they come from? Oil updates? What are the curves saying? Where are the buyers? Who is Zhuhai Huafa? Now what’s going on in China’s banks? What’s up with EM currencies? It isn’t China’s CNY?
