2026-11-04

Euro FX volume spike - 3.3× the 20-day average (5,147 vs 1,567 avg)

Live Cattle volume spike - 5.4× the 20-day average (26,686 vs 4,967 avg)

Oil -8.38%: significant decline on the session

NATURAL GAS: speculators net short 255,164 contracts, 15.18% of open interest (-2.9σ vs 3y mean), crowded short positioning

Gold +3.44%: significant gain on the session

Oil -5.97%: significant decline on the session

OSINT: ⬆️#gold = +3%

Gold +2.81%: significant gain on the session

OSINT: ⚡️New Jersey governor warns importing Russian diesel 'will be met with harsh penalties' amid Trump d

Silver volume spike - 2.1× the 20-day average (212 vs 100 avg)

Oil -1.35%: significant decline on the session

Gold +1.14%: significant gain on the session

Oil -1.07%: significant decline on the session

Wheat 20-day realized volatility in the bottom 5% of its 1-year range

Soybeans 20-day realized volatility in the bottom 5% of its 1-year range

Sugar No. 11 fell 3.8% vs prior close ($19.06 → $18.33)

Palladium fell 3.6% vs prior close ($965.10 → $930.00)

6 insiders at REGN sold $35.3M this week

2 insiders at AXP sold $37.6M this week

2 insiders at STNG sold $34.3M this week

3 insiders at BROS sold $41.0M this week

5 insiders at CVNA sold $26.2M this week

5 insiders at KNSA sold $62.8M this week

Activist 13D filing, dividend

4 insiders at KNSA sold $25.4M this week

ABRDN GLOBAL INCOME FUND, INC. search volume spiked +100 pts, unusual interest

Q3-2026: Beat consensus by 9.1%, EPS $1.13 vs $1.0354 estimate

Q3-2026: Beat consensus by 48.5%, EPS $0.28 vs $0.1886 estimate

Q3-2026: Missed consensus by 19.8%, EPS $0.93 vs $1.1594 estimate

Q3-2026: Beat consensus by 18.0%, EPS $-0.81 vs $-0.9883 estimate

Q3-2026: Missed consensus by 12.9%, EPS $5.71 vs $6.5524 estimate

Q3-2026: Missed consensus by 198.0%, EPS $-0.11 vs $0.1122 estimate

Q3-2026: Missed consensus by 12.6%, EPS $1.32 vs $1.5096 estimate

Q3-2026: Beat consensus by 5.2%, EPS $0.33 vs $0.3137 estimate

Q3-2026: Missed consensus by 121.8%, EPS $-0.03 vs $0.1377 estimate

Q3-2026: Missed consensus by 22.1%, EPS $0.25 vs $0.321 estimate

Q3-2026: Beat consensus by 44.3%, EPS $0.37 vs $0.2564 estimate

Q1-2027: Beat consensus by 39.4%, EPS $-0.21 vs $-0.3468 estimate

Q3-2026: Beat consensus by 6.2%, EPS $-0.11 vs $-0.1173 estimate

Q3-2026: Beat consensus by 15.8%, EPS $-0.61 vs $-0.7247 estimate

Q3-2026: Beat consensus by 28.2%, EPS $-0.21 vs $-0.2924 estimate

Q3-2026: Missed consensus by 15.2%, EPS $0.18 vs $0.2122 estimate

Q3-2026: Missed consensus by 10.3%, EPS $0.20 vs $0.2229 estimate

Q3-2026: Beat consensus by 6.4%, EPS $-0.88 vs $-0.9401 estimate

Q2-2027: Beat consensus by 26.0%, EPS $0.21 vs $0.1667 estimate

Q3-2026: Beat consensus by 26.0%, EPS $0.21 vs $0.1667 estimate

Q3-2026: Missed consensus by 6.9%, EPS $1.41 vs $1.5143 estimate

Q3-2026: Missed consensus by 7.5%, EPS $0.87 vs $0.9404 estimate

Q3-2026: Beat consensus by 8.7%, EPS $0.51 vs $0.4692 estimate

Q3-2026: Beat consensus by 10.6%, EPS $0.43 vs $0.3889 estimate

Q3-2026: Missed consensus by 32.1%, EPS $-2.31 vs $-1.7493 estimate

Q3-2026: Beat consensus by 71.6%, EPS $0.91 vs $0.5303 estimate

Q3-2026: Beat consensus by 21.0%, EPS $5.66 vs $4.6783 estimate

Q3-2026: Beat consensus by 7.3%, EPS $2.08 vs $1.9381 estimate

Q3-2026: Beat consensus by 26.7%, EPS $0.93 vs $0.7342 estimate

Q3-2026: Beat consensus by 82.7%, EPS $44.75 vs $24.4997 estimate

Q1-2027: Beat consensus by 463.3%, EPS $0.19 vs $-0.0523 estimate

Q3-2026: Beat consensus by 5.3%, EPS $0.60 vs $0.5699 estimate

Q3-2026: Missed consensus by 6.1%, EPS $-0.99 vs $-0.9333 estimate

Q3-2026: Beat consensus by 9.0%, EPS $3.71 vs $3.4034 estimate

Q3-2026: Beat consensus by 17.1%, EPS $3.62 vs $3.091 estimate

Q3-2026: Beat consensus by 8.7%, EPS $6.76 vs $6.2207 estimate

Q3-2026: Beat consensus by 67.3%, EPS $-0.32 vs $-0.9797 estimate

Q1-2027: Beat consensus by 8.6%, EPS $2.28 vs $2.0987 estimate

Q3-2026: Missed consensus by 7.2%, EPS $-0.60 vs $-0.5596 estimate

Q3-2026: Beat consensus by 8.0%, EPS $2.73 vs $2.528 estimate

Q3-2026: Beat consensus by 36.7%, EPS $0.63 vs $0.4607 estimate

Q3-2026: Beat consensus by 968.3%, EPS $0.62 vs $-0.0714 estimate

Q3-2026: Beat consensus by 6.4%, EPS $12.54 vs $11.7819 estimate

Q4-2026: Beat consensus by 8.3%, EPS $1.28 vs $1.1817 estimate

Q3-2026: Missed consensus by 9.9%, EPS $0.17 vs $0.1887 estimate

Q3-2026: Beat consensus by 5.6%, EPS $4.49 vs $4.2502 estimate

Q3-2026: Missed consensus by 7.7%, EPS $0.77 vs $0.8339 estimate

Q3-2026: Missed consensus by 5.1%, EPS $1.84 vs $1.9394 estimate

Q3-2026: Beat consensus by 13.7%, EPS $9.60 vs $8.4401 estimate

Q3-2026: Missed consensus by 15.7%, EPS $0.82 vs $0.9726 estimate

Q4-2026: Missed consensus by 12.5%, EPS $2.67 vs $3.0528 estimate

Q3-2026: Beat consensus by 188.7%, EPS $0.13 vs $-0.1465 estimate

Q3-2026: Beat consensus by 12.9%, EPS $0.50 vs $0.4429 estimate

Q3-2026: Beat consensus by 21.6%, EPS $0.81 vs $0.6662 estimate

Q3-2026: Beat consensus by 17.1%, EPS $0.37 vs $0.3159 estimate

Q3-2026: Beat consensus by 127.3%, EPS $0.84 vs $0.3696 estimate

Q3-2026: Beat consensus by 20.1%, EPS $1.17 vs $0.9738 estimate

Q3-2026: Missed consensus by 7.0%, EPS $1.01 vs $1.0863 estimate

Q2-2027: Beat consensus by 99.0%, EPS $0.42 vs $0.2111 estimate

Q3-2026: Beat consensus by 45.5%, EPS $-0.05 vs $-0.0918 estimate

Q3-2026: Beat consensus by 531.8%, EPS $0.58 vs $0.0918 estimate

Q3-2026: Beat consensus by 14.8%, EPS $-0.51 vs $-0.5985 estimate

Q3-2026: Beat consensus by 100.0%, EPS $0.00 vs $-0.663 estimate

Q3-2026: Missed consensus by 25.6%, EPS $-0.52 vs $-0.4141 estimate

Q3-2026: Beat consensus by 63.4%, EPS $0.14 vs $0.0857 estimate

RE/MAX Holdings, Inc. search volume spiked +100 pts, unusual interest

Q4-2026: Missed consensus by 13.0%, EPS $1.12 vs $1.2878 estimate

Q3-2026: Beat consensus by 8.7%, EPS $1.32 vs $1.2149 estimate

Q3-2026: Beat consensus by 28.3%, EPS $6.15 vs $4.7949 estimate

Q3-2026: Beat consensus by 8.1%, EPS $2.06 vs $1.9048 estimate

Encompass Health Corp search volume spiked +100 pts, unusual interest

Stewards, Inc. 8-K references ETH treasury activity · filed 2026-11-03

TransUnion search volume spiked +26 pts, unusual interest

OSINT: €525 million investment set to drive new generation of European chip design companies

Large debt issuance: $1.2B at 5.25% due 2029

Large debt issuance: $2.0B due 2057

Tradeweb Markets Inc. search volume spiked +100 pts, unusual interest

Nuvalent, Inc. search volume spiked +100 pts, unusual interest

Q3-2026: EPS $0.34 vs $0.0466 estimate, +0.29 on a near-zero consensus

Q3-2026: EPS $0.09 vs $0.026 estimate, +0.06 on a near-zero consensus

Q3-2026: EPS $-0.13 vs $-0.0357 estimate, -0.09 on a near-zero consensus

Q4-2026: EPS $-0.08 vs $0.0388 estimate, -0.12 on a near-zero consensus

Q3-2026: EPS $0.34 vs $-0.0404 estimate, +0.38 on a near-zero consensus

Q3-2026: EPS $0.13 vs $0.0462 estimate, +0.08 on a near-zero consensus

Q3-2026: EPS $-0.18 vs $-0.0306 estimate, -0.15 on a near-zero consensus

Q3-2026: EPS $-0.24 vs $-0.0459 estimate, -0.19 on a near-zero consensus

BTC liquidations totaled $6.9M in the past hour, 20% from long positions · above the 95th percentile of its 30d hourly history (OKX)

SOL DEX volume/liquidity ratio elevated (2.41x): on-chain trade volume 2.41x liquidity

ETH DEX volume/liquidity ratio elevated (0.78x): on-chain trade volume 0.78x liquidity

OSINT: Sunrise and Backpack Bring $OPNW to Solana as the Tokenization Company Tokenizes Its Own Stock

Stablecoin supply (USDT+USDC) shrank $3.5B in 7d · z=-2.3 vs its 92-day baseline

SOL DEX volume/liquidity ratio elevated (1.81x): on-chain trade volume 1.81x liquidity

OSINT: Crypto Rallies Following Democrat Midterm Sweep

ETH DEX volume/liquidity ratio elevated (0.72x): on-chain trade volume 0.72x liquidity

SOL DEX volume/liquidity ratio elevated (0.93x): on-chain trade volume 0.93x liquidity

KMNO funding -0.0216% · 3th percentile of its 206d Binance history

SOL DEX volume/liquidity ratio elevated (1.26x): on-chain trade volume 1.26x liquidity

tanker_freight_etf shipping -8.5%, potential inflation signal

OSINT: Statement following meeting on prosperity talks today

OSINT: SEC Adopts Amendments to Update Definitions of Small Entity for Investment Companies and Investment Advisers

OSINT: Commission unveils 2027 work programme for a stronger and sovereign Europe and reports on simplification efforts

OSINT: OCC Issues Supervisory Framework on Bank Use of Super Intelligence

OSINT: 2026 Enlargement Package shows that reform commitment delivers progress towards EU membership

OSINT: Commission strengthens Europe's position as the world's leading tourism destination

VIX at 18.5: CAUTION territory

OSINT: CITIC Securities: The RMB appreciation trend remains unchanged, but the slope is slowing down

OSINT: Xinhua News Agency Commentator: Promoting the Integrated Approach of "Not Daring to Be Corrupt, Not Able to Be Corrupt,

OSINT: People's Daily Commentator: Strengthening the Systemic Concept and Enhancing Overall Effectiveness on Studying and Imple

tanker_freight_etf shipping -5.8%, potential inflation signal

OSINT: Wines, razor blades and pet food: Spanish shops lose eight million euros a day due to shoplifting

OSINT: Runaway inflation will trigger a landslide of retirements at the end of the year

OSINT: Bukele exports the iron fist to Haiti

OSINT: Spaniards are already paying 123 euros more on their electricity bill due to the blackout adjustments

OSINT: Guy Sorman: Returning to Salamanca

VIX at 20.8: CAUTION territory

EUR/USD: speculators net short 143,894 contracts, 16.57% of open interest (-2.5σ vs 3y mean), crowded short positioning

DXY -0.30%, dollar weakness signal

DXY -0.58%, dollar weakness signal

DXY -0.41%, dollar weakness signal

DXY RSI 29.4, oversold (crossed below 30)