WALL STREET SEES US 10-YEAR YIELD FALLING TO 4.75% BY LATE 2027 A Reuters poll forecasts US Treasury yields will gradually decline over the next year, despite persistent inflation and Fed tightening risks. The 10-year yield is expected to hold at 5.00% in three months, ease to 4.96% in six months, and fall to 4.75% in a year. The 2-year yield is projected to decline to 4.66%, 4.59% and 4.33% over the same periods. But 23 of 30 bond strategists warn the 10-year yield is more likely to exceed forecasts than fall below them. Wall Street expects lower yields eventually, but sees significant upside risk in the near term.

$Tesla Motors(TSLA)$  Tesla FSD Supervised (now named Tesla Assisted Driving in Europe) has officially been approved in Finland, marking the 11th European country. Countries in Europe that have approved it so far: • Belgium • Netherlands • Denmark • Lithuania • Finland • Estonia • Slovenia • Czechia • Croatia • Slovakia • Latvia

Tesla FSD Supervised (now named Tesla Assisted Driving in Europe) has officially been approved in Finland, marking the 11th European country. Countries in Europe that have approved it so far: • Belgium • Netherlands • Denmark • Lithuania • Finland • Estonia • Slovenia • Czechia • Croatia • Slovakia • Latvia

Tesla FSD Supervised (now named Tesla Assisted Driving in Europe) has officially been approved in Finland, marking the 11th European country. Countries in Europe that have approved it so far: • Belgium • Netherlands • Denmark • Lithuania • Finland • Estonia • Slovenia • Czechia • Croatia • Slovakia • Latvia

BANK OF AMERICA WARNS FED COULD DELIVER 50BPS HIKE IN DECEMBER Bank of America says October's hot CPI report virtually guarantees a December Fed rate hike — and opens the door to a larger 50bps move. Headline CPI rose 0.4%, while core CPI climbed 0.3%, marking a third consecutive upside inflation surprise. BofA now estimates core PCE inflation at 3.3% YoY. Price pressures are spreading across goods and services, with electronics, airfares and hotels driving increases. BofA still expects 25bps in December, but sees growing risk of another hike in January rather than March. The bank warns the Fed is falling behind inflation and calls October's decision to hold rates a potential policy mistake.

BANK OF AMERICA WARNS FED COULD DELIVER 50BPS HIKE IN DECEMBER Bank of America says October's hot CPI report virtually guarantees a December Fed rate hike — and opens the door to a larger 50bps move. Headline CPI rose 0.4%, while core CPI climbed 0.3%, marking a third consecutive upside inflation surprise. BofA now estimates core PCE inflation at 3.3% YoY. Price pressures are spreading across goods and services, with electronics, airfares and hotels driving increases. BofA still expects 25bps in December, but sees growing risk of another hike in January rather than March. The bank warns the Fed is falling behind inflation and calls October's decision to hold rates a potential policy mistake.

BANK OF AMERICA WARNS FED COULD DELIVER 50BPS HIKE IN DECEMBER Bank of America says October's hot CPI report virtually guarantees a December Fed rate hike — and opens the door to a larger 50bps move. Headline CPI rose 0.4%, while core CPI climbed 0.3%, marking a third consecutive upside inflation surprise. BofA now estimates core PCE inflation at 3.3% YoY. Price pressures are spreading across goods and services, with electronics, airfares and hotels driving increases. BofA still expects 25bps in December, but sees growing risk of another hike in January rather than March. The bank warns the Fed is falling behind inflation and calls October's decision to hold rates a potential policy mistake.

$TSLA 🚨 FIRST TIME EVER: Tesla overtakes Waymo in Texas DMV robotaxi registrations! NEW : Tesla has just added **20 Model Y vehicles to the Texas DMV. The registered fleet of Model Y now has 729 units! The Cybercab is the same 573. So the total changed from 1,282 to 1,302. Tesla 1,302 vs Waymo 1,297 (+5). Waymo was 422 ahead on Sep 1.

$TSLA 🚨 FIRST TIME EVER: Tesla overtakes Waymo in Texas DMV robotaxi registrations! NEW : Tesla has just added **20 Model Y vehicles to the Texas DMV. The registered fleet of Model Y now has 729 units! The Cybercab is the same 573. So the total changed from 1,282 to 1,302. Tesla 1,302 vs Waymo 1,297 (+5). Waymo was 422 ahead on Sep 1.

The FED is making a MAJOR mistake hiking rates in December, let alone by 50bps… Here’s why: 1. Oil just crashed -20% 2. Stock market just collapsed -10% at record pace 3. Inflation is mild at 40 year averages 4. CPI/PPI is beginning to peak 5. Gold/Copper broke major uptrend cycles 6. Hiking rates into a supply shock leads to disastrous results The Federal Reserve themselves are ironically going to drive a 2008 housing market collapse to happen in 2027. Be wary of what’s coming…

The FED is making a MAJOR mistake hiking rates in December, let alone by 50bps… Here’s why: 1. Oil just crashed -20% 2. Stock market just collapsed -10% at record pace 3. Inflation is mild at 40 year averages 4. CPI/PPI is beginning to peak 5. Gold/Copper broke major uptrend cycles 6. Hiking rates into a supply shock leads to disastrous results The Federal Reserve themselves are ironically going to drive a 2008 housing market collapse to happen in 2027. Be wary of what’s coming…

US INFLATION COMES IN HOTTER THAN EXPECTED IN OCTOBER US headline CPI rose 0.4% in October, above the 0.3% forecast, while core CPI increased 0.3% versus 0.2% expected. Food prices jumped 0.5%, energy rose 0.7%, and gasoline climbed 1.0%. Housing costs increased 0.3%, while real earnings for private-sector workers were unchanged. The hotter-than-expected inflation report strengthens the case for further Fed rate hikes.

US INFLATION COMES IN HOTTER THAN EXPECTED IN OCTOBER US headline CPI rose 0.4% in October, above the 0.3% forecast, while core CPI increased 0.3% versus 0.2% expected. Food prices jumped 0.5%, energy rose 0.7%, and gasoline climbed 1.0%. Housing costs increased 0.3%, while real earnings for private-sector workers were unchanged. The hotter-than-expected inflation report strengthens the case for further Fed rate hikes.

ALL OF THESE COMPANIES ARE BUYING ANTHROPIC $ANT SHARES AT ITS IPO PRICE - Google $GOOGL is buying $10 Billion worth of Anthropic stock - Nvidia $NVDA $10B - $AMD: $2.5B - Broadcom $AVGO: $1B - Micron $MU: $1B - Microsoft $MSFT: $1B - Taiwan Semiconductor $TSM: $500M The purchases will happen right after the IPO

BANK OF AMERICA REMOVES NVIDIA, MICRON AND LAM RESEARCH FROM TOP STOCK PICKS Bank of America has removed three major semiconductor stocks from its US 1 List, which represents the firm's highest-conviction investment ideas. $NVDA — NVIDIA $MU — Micron Technology $LRCX — Lam Research Importantly, all three stocks retain their Buy ratings from BofA Global Research.

NVIDIA INTERVENTION PRECEDED HALT OF US CHIP SMUGGLING PROBE A US Commerce Department investigation into suspected Nvidia ($NVDA ) chip smuggling to China was halted and transferred to the Justice Department after Nvidia's legal team contacted investigators, according to The New York Times. Nvidia's general counsel reportedly cited authorization from a senior Commerce official, raising concerns among investigators about potential interference. The case involves Megaspeed, whose former executive has been accused by US officials of links to Chinese intelligence

NVIDIA INTERVENTION PRECEDED HALT OF US CHIP SMUGGLING PROBE A US Commerce Department investigation into suspected Nvidia ($NVDA ) chip smuggling to China was halted and transferred to the Justice Department after Nvidia's legal team contacted investigators, according to The New York Times. Nvidia's general counsel reportedly cited authorization from a senior Commerce official, raising concerns among investigators about potential interference. The case involves Megaspeed, whose former executive has been accused by US officials of links to Chinese intelligence

BREAKING: The S&P 500 surges over +100 points as dip buyers rotate back into technology stocks. US stocks have now added +$1 trillion today.

US SHUTDOWN RISK RISES AS CONGRESS RETURNS Lawmakers face a December 11 funding deadline after Democrats’ midterm sweep, with negotiations complicated by the approaching transfer of power. Prediction markets now price a 38% chance of a government shutdown on December 12, up 5 points. Congress has just over a month to avert another funding crisis.

US SHUTDOWN RISK RISES AS CONGRESS RETURNS Lawmakers face a December 11 funding deadline after Democrats’ midterm sweep, with negotiations complicated by the approaching transfer of power. Prediction markets now price a 38% chance of a government shutdown on December 12, up 5 points. Congress has just over a month to avert another funding crisis.