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MacroEdge 11/10 Ozone Report: Red Wave Sends Market Soaring, Cyclical Sector Softness, Nuclear Economy, Vision Update

In this 11/10 MacroEdge Ozone Report - the team discusses the election and its potential impacts, cyclical sector updates, the nuclear sector, provides a Vision update, and more.

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MacroEdge
Nov 11, 2024
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Red Wave Hits With Fervor, Landing Analysis, Firm Updates, & More (@DonMiami3, MacroEdge Chief Economist)

Good Sunday evening MacroEdge Readers and Community, 

This evening, we’ll review some critical events and data from last week—including the ‘Red Wave’ election result, certain soft landing green shoots, market optimism, continued employment warning signs, the latest on travel & gambling data, and regime shift opportunities—as we head headfirst into the Winter season with an election no longer at the forefront of everyone’s mind. 

The election result sent shockwaves to the establishment expecting things to continue as ‘status quo’ in the results - the blame games have begun and will continue through the remainder of the year as those who have told us the economy is the strongest in our lifetime we’re blown out at the ballot box. This evening we have a fantastic lineup of MacroEdge team members and contributors writing on the election, new market opportunities, sectors, and more. 

If you missed our Saturday evening update - make sure to catch the latest on our organizational update for the 4th quarter. This includes the brand new MacroEdge RESights division, MacroEdge One, coming releases and more. In the coming Midweek Report, we’ll have more on our updated report cadence, RESights, & more. 

Read our MacroEdge Q4 Operational Update here: 

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