2026-11-06

Live Cattle volume spike - 3.7× the 20-day average (28,459 vs 7,599 avg)

Japanese Yen volume spike - 5.0× the 20-day average (819 vs 165 avg)

Australian Wheat Belt: crop water stress detected (4.2σ above baseline) - potential ZW=F supply pressure

Ethereum (CME) fell 7.4% vs prior close ($2,428.00 → $2,249.00)

Nasdaq E-mini fell 6.4% vs prior close ($28,566.75 → $26,752.00)

CFTC COPPER speculators at extreme short: 52-week positioning extreme

NATURAL GAS: speculators net short 258,863 contracts, 15.42% of open interest (-2.9σ vs 3y mean), crowded short positioning

OSINT: Kazakhstan has again extended the ban on gasoline exports for six months - until May 22, 2027

OSINT: rice is a mirror image of wheat, analysts note

Oil +3.62%: significant gain on the session

Russell 2000 E-mini fell 4.6% vs prior close ($2,865.90 → $2,735.40)

Bitcoin (CME) fell 5.1% vs prior close ($80,335.00 → $76,250.00)

Cocoa fell 5.0% vs prior close ($5,456.00 → $5,181.00)

Palladium rose 4.1% vs prior close ($999.80 → $1,041.00)

S&P 500 E-mini fell 4.4% vs prior close ($7,720.50 → $7,383.00)

Lean Hogs fell 4.3% vs prior close ($57.55 → $55.10)

3 insiders at AXP sold $137.1M this week

4 insiders at KNSA sold $50.8M this week

2 insiders at RCL sold $82.5M this week

4 insiders at MAX sold $90.1M this week

3 insiders at BROS sold $212.8M this week

2 insiders at LIN sold $50.1M this week

4 insiders at IBTA sold $47.4M this week

2 insiders at AXP sold $37.6M this week

4 insiders at REGN sold $39.5M this week

4 insiders at KNSA sold $36.4M this week

2 insiders at V sold $31.8M this week

Q3-2026: Beat consensus by 250.5%, EPS $0.75 vs $-0.4983 estimate

Q3-2026: Missed consensus by 8.2%, EPS $0.29 vs $0.3159 estimate

Q3-2026: Missed consensus by 65.4%, EPS $0.04 vs $0.1156 estimate

Q3-2026: Beat consensus by 16.5%, EPS $0.24 vs $0.206 estimate

Q3-2026: Missed consensus by 22.8%, EPS $0.54 vs $0.6995 estimate

Q3-2026: Beat consensus by 397.0%, EPS $0.36 vs $-0.1212 estimate

Q3-2026: Beat consensus by 29.7%, EPS $0.37 vs $0.2852 estimate

Q3-2026: Beat consensus by 13.8%, EPS $2.01 vs $1.767 estimate

Q2-2027: Beat consensus by 28.4%, EPS $-0.32 vs $-0.4468 estimate

Q3-2026: Missed consensus by 37.1%, EPS $0.14 vs $0.2225 estimate

Q3-2026: Missed consensus by 74.1%, EPS $-1.45 vs $-0.833 estimate

Q3-2026: Missed consensus by 74.6%, EPS $0.25 vs $0.9838 estimate

Q3-2026: Missed consensus by 162.3%, EPS $-1.02 vs $1.6362 estimate

Q3-2026: Beat consensus by 688.5%, EPS $0.44 vs $0.0558 estimate

Q3-2026: Missed consensus by 8.6%, EPS $1.36 vs $1.4882 estimate

Q3-2026: Missed consensus by 373.5%, EPS $-0.58 vs $0.2121 estimate

Q3-2026: Beat consensus by 43.4%, EPS $-0.15 vs $-0.2648 estimate

Q3-2026: Missed consensus by 22.1%, EPS $1.42 vs $1.8233 estimate

Q3-2026: Beat consensus by 5.6%, EPS $0.28 vs $0.2652 estimate

Q3-2026: Missed consensus by 846.6%, EPS $-0.55 vs $-0.0581 estimate

Q3-2026: Beat consensus by 15.5%, EPS $0.86 vs $0.7446 estimate

Q3-2026: Beat consensus by 20.4%, EPS $-1.08 vs $-1.3563 estimate

Q1-2027: Beat consensus by 13.4%, EPS $1.65 vs $1.4544 estimate

Q3-2026: Missed consensus by 98.8%, EPS $-0.48 vs $-0.2414 estimate

Q3-2026: Beat consensus by 124.5%, EPS $0.26 vs $0.1158 estimate

Q3-2026: Beat consensus by 19.7%, EPS $0.70 vs $0.5847 estimate

Q3-2026: Beat consensus by 118.7%, EPS $0.01 vs $-0.0534 estimate

Q3-2026: Beat consensus by 17.6%, EPS $0.15 vs $0.1275 estimate

Q3-2026: Beat consensus by 99.4%, EPS $0.13 vs $0.0652 estimate

Q3-2026: Beat consensus by 218.8%, EPS $0.06 vs $-0.0505 estimate

Q3-2026: Beat consensus by 13.3%, EPS $1.40 vs $1.236 estimate

Q3-2026: Beat consensus by 8.9%, EPS $2.03 vs $1.8639 estimate

Q3-2026: Missed consensus by 11.0%, EPS $0.0895 vs $0.1005 estimate

Q3-2026: Missed consensus by 11.1%, EPS $-0.36 vs $-0.3239 estimate

Q3-2026: Beat consensus by 140.6%, EPS $0.64 vs $0.266 estimate

Q3-2026: Beat consensus by 89.3%, EPS $-0.14 vs $-1.3056 estimate

Q3-2026: Beat consensus by 8.5%, EPS $4.01 vs $3.6958 estimate

Q3-2026: Beat consensus by 101.8%, EPS $0.22 vs $0.109 estimate

Q3-2026: Beat consensus by 279.1%, EPS $0.29 vs $0.0765 estimate

Q3-2026: Beat consensus by 29.6%, EPS $-0.50 vs $-0.7099 estimate

Q1-2027: Missed consensus by 24.6%, EPS $0.86 vs $1.1406 estimate

Q3-2026: Beat consensus by 72.6%, EPS $-0.12 vs $-0.4386 estimate

Q3-2026: Missed consensus by 90.8%, EPS $0.6619 vs $7.21 estimate

Q3-2026: Beat consensus by 21.6%, EPS $8.49 vs $6.9822 estimate

Q3-2026: Beat consensus by 88.1%, EPS $3.78 vs $2.0092 estimate

Q3-2026: Beat consensus by 216.4%, EPS $0.48 vs $0.1517 estimate

Q3-2026: Beat consensus by 52.2%, EPS $0.10 vs $0.0657 estimate

Q3-2026: Beat consensus by 101.3%, EPS $1.23 vs $0.6111 estimate

Q3-2026: Missed consensus by 464.9%, EPS $-0.32 vs $0.0877 estimate

Q3-2026: Beat consensus by 26.9%, EPS $-0.09 vs $-0.1232 estimate

Q3-2026: Beat consensus by 11.1%, EPS $0.47 vs $0.423 estimate

Q3-2026: Missed consensus by 52.2%, EPS $0.39 vs $0.816 estimate

Q3-2026: Beat consensus by 16.6%, EPS $0.69 vs $0.5919 estimate

Q3-2026: Beat consensus by 1422.3%, EPS $2.63 vs $-0.1989 estimate

Q2-2026: Missed consensus by 44.7%, EPS $0.31 vs $0.561 estimate

Q2-2027: Missed consensus by 44.7%, EPS $0.31 vs $0.561 estimate

Q3-2026: Beat consensus by 8.7%, EPS $0.46 vs $0.4233 estimate

Q3-2026: Beat consensus by 22.9%, EPS $1.99 vs $1.6186 estimate

Q3-2026: Beat consensus by 33.4%, EPS $0.82 vs $0.6146 estimate

Q3-2026: Beat consensus by 40.6%, EPS $0.58 vs $0.4126 estimate

Q3-2026: Beat consensus by 20.0%, EPS $-0.20 vs $-0.2499 estimate

Q3-2026: Missed consensus by 10.5%, EPS $1.41 vs $1.5749 estimate

Q3-2026: Missed consensus by 6.9%, EPS $0.29 vs $0.3115 estimate

Q1-2027: Beat consensus by 11.9%, EPS $1.05 vs $0.9384 estimate

Q3-2026: Beat consensus by 45.4%, EPS $0.35 vs $0.2407 estimate

Q3-2026: Missed consensus by 23.2%, EPS $2.41 vs $3.1379 estimate

Q3-2026: Beat consensus by 323.6%, EPS $0.49 vs $-0.2191 estimate

Q3-2026: Beat consensus by 27.9%, EPS $0.12 vs $0.0938 estimate

Q3-2026: Missed consensus by 12.0%, EPS $-0.91 vs $-0.8127 estimate

Q3-2026: Beat consensus by 354.9%, EPS $0.13 vs $-0.051 estimate

Q1-2027: Missed consensus by 11.7%, EPS $0.34 vs $0.3852 estimate

Q3-2026: Beat consensus by 5.1%, EPS $-0.15 vs $-0.1581 estimate

Q3-2026: Beat consensus by 23.5%, EPS $3.59 vs $2.907 estimate

Q3-2026: Beat consensus by 28.5%, EPS $0.52 vs $0.4046 estimate

Q3-2026: Missed consensus by 34.1%, EPS $0.23 vs $0.3488 estimate

Q3-2026: Beat consensus by 8.9%, EPS $2.66 vs $2.4417 estimate

Q3-2026: Missed consensus by 40.8%, EPS $-0.29 vs $-0.206 estimate

Q3-2026: Beat consensus by 40.2%, EPS $1.08 vs $0.7703 estimate

Q3-2026: Beat consensus by 56.2%, EPS $0.31 vs $0.1985 estimate

Q3-2026: Beat consensus by 15.3%, EPS $0.35 vs $0.3035 estimate

Q1-2027: Beat consensus by 25.3%, EPS $0.23 vs $0.1836 estimate

Q3-2026: Missed consensus by 12.7%, EPS $1.04 vs $1.1918 estimate

Q3-2026: Beat consensus by 81.2%, EPS $0.15 vs $0.0828 estimate

Q3-2026: Missed consensus by 18.9%, EPS $0.08 vs $0.0987 estimate

Q3-2026: Beat consensus by 23.9%, EPS $0.44 vs $0.3551 estimate

Q3-2026: Beat consensus by 297.3%, EPS $1.83 vs $-0.9277 estimate

Q3-2026: Beat consensus by 24.7%, EPS $0.3629 vs $0.2911 estimate

Q2-2027: Beat consensus by 8.0%, EPS $11.68 vs $10.8105 estimate

Q3-2026: Beat consensus by 13.5%, EPS $-0.15 vs $-0.1734 estimate

Q3-2026: Beat consensus by 42.6%, EPS $1.05 vs $0.7364 estimate

Q3-2026: Beat consensus by 1170.3%, EPS $1.41 vs $0.111 estimate

Q3-2026: Beat consensus by 29.2%, EPS $0.85 vs $0.6579 estimate

Q3-2026: Missed consensus by 76.7%, EPS $0.03 vs $0.1287 estimate

Q3-2026: Beat consensus by 12.5%, EPS $-0.22 vs $-0.2515 estimate

Q3-2026: Beat consensus by 9.8%, EPS $0.56 vs $0.51 estimate

Q3-2026: Beat consensus by 49.7%, EPS $0.23 vs $0.1536 estimate

Q2-2027: Beat consensus by 11.2%, EPS $0.42 vs $0.3777 estimate

Unum Group search volume spiked +100 pts, unusual interest

Q3-2026: Beat consensus by 68.6%, EPS $-0.0178 vs $-0.0568 estimate

Q3-2026: Beat consensus by 384.4%, EPS $0.45 vs $0.0929 estimate

Q3-2026: Beat consensus by 71.5%, EPS $2.34 vs $1.3643 estimate

Q3-2026: Beat consensus by 11.9%, EPS $2.44 vs $2.1799 estimate

Q3-2026: Beat consensus by 28.8%, EPS $6.45 vs $5.0088 estimate

Q3-2026: Missed consensus by 35.1%, EPS $0.93 vs $1.4327 estimate

Q3-2026: Beat consensus by 9.5%, EPS $0.82 vs $0.7488 estimate

Q3-2026: Beat consensus by 13.5%, EPS $0.60 vs $0.5286 estimate

Q2-2027: Beat consensus by 20.4%, EPS $0.52 vs $0.4318 estimate

Q3-2026: Beat consensus by 10.9%, EPS $-0.29 vs $-0.3255 estimate

Q3-2026: Beat consensus by 11.1%, EPS $0.39 vs $0.351 estimate

Q3-2026: Beat consensus by 115.8%, EPS $0.68 vs $0.3151 estimate

Q1-2027: Missed consensus by 33.4%, EPS $-0.78 vs $-0.5848 estimate

Q3-2026: Missed consensus by 156.2%, EPS $-0.18 vs $0.3201 estimate

Q3-2026: Missed consensus by 5.1%, EPS $0.77 vs $0.811 estimate

Q3-2026: Beat consensus by 95.0%, EPS $0.70 vs $0.3589 estimate

Q3-2026: Missed consensus by 37.9%, EPS $-0.24 vs $-0.1741 estimate

Q3-2026: Beat consensus by 86.4%, EPS $-0.09 vs $-0.663 estimate

Q3-2026: Missed consensus by 108.4%, EPS $-1.27 vs $-0.6094 estimate

Q3-2026: Beat consensus by 37.9%, EPS $0.10 vs $0.0725 estimate

Q3-2026: Beat consensus by 13.2%, EPS $2.13 vs $1.8815 estimate

Q3-2026: Beat consensus by 27.7%, EPS $-0.17 vs $-0.2352 estimate

Q3-2026: Missed consensus by 42.4%, EPS $-0.09 vs $-0.0632 estimate

Q3-2026: Beat consensus by 8.2%, EPS $4.87 vs $4.4996 estimate

Q3-2026: Beat consensus by 12.1%, EPS $0.88 vs $0.7852 estimate

Q3-2026: Beat consensus by 9.8%, EPS $0.5483 vs $0.4994 estimate

Q3-2026: Beat consensus by 38.9%, EPS $0.45 vs $0.3239 estimate

Q3-2026: Beat consensus by 22.5%, EPS $0.18 vs $0.1469 estimate

Q3-2026: Missed consensus by 18.0%, EPS $-0.64 vs $-0.5426 estimate

Q3-2026: Beat consensus by 27.2%, EPS $-0.64 vs $-0.8787 estimate

Q3-2026: Beat consensus by 10.5%, EPS $1.06 vs $0.9595 estimate

Q3-2026: Beat consensus by 43.7%, EPS $1.3146 vs $0.9146 estimate

Q3-2026: Missed consensus by 35.9%, EPS $-0.53 vs $-0.3901 estimate

Q3-2026: Missed consensus by 18.1%, EPS $0.85 vs $1.0375 estimate

Q2-2027: Missed consensus by 89.6%, EPS $31.676 vs $304.3794 estimate

Q3-2026: Beat consensus by 30.6%, EPS $10.53 vs $8.065 estimate

Q3-2026: Missed consensus by 27.5%, EPS $0.59 vs $0.8141 estimate

Q3-2026: Beat consensus by 65.3%, EPS $-0.13 vs $-0.3749 estimate

Q3-2026: Beat consensus by 835.1%, EPS $1.11 vs $0.1187 estimate

Q3-2026: Missed consensus by 7.1%, EPS $-0.22 vs $-0.2055 estimate

Q2-2027: Beat consensus by 9.3%, EPS $2.70 vs $2.4692 estimate

Q3-2026: Beat consensus by 8.6%, EPS $0.13 vs $0.1197 estimate

Q3-2026: Missed consensus by 16.9%, EPS $0.25 vs $0.3009 estimate

Q3-2026: Beat consensus by 16.2%, EPS $-0.22 vs $-0.2625 estimate

Q3-2026: Beat consensus by 57.6%, EPS $0.15 vs $0.0952 estimate

Q3-2026: Beat consensus by 134.9%, EPS $21.70 vs $9.2378 estimate

Q3-2026: Beat consensus by 1091.6%, EPS $16.1048 vs $1.3515 estimate

Q3-2026: Beat consensus by 11.5%, EPS $6.08 vs $5.452 estimate

Q3-2026: Beat consensus by 5.2%, EPS $0.17 vs $0.1616 estimate

Q3-2026: Beat consensus by 375.2%, EPS $0.72 vs $0.1515 estimate

Q4-2026: Beat consensus by 20.6%, EPS $0.94 vs $0.7796 estimate

Q3-2026: Missed consensus by 45.5%, EPS $0.26 vs $0.4775 estimate

Q3-2026: Beat consensus by 238.9%, EPS $0.11 vs $-0.0792 estimate

Q3-2026: Missed consensus by 39.1%, EPS $0.08 vs $0.1313 estimate

Q3-2026: Missed consensus by 117.8%, EPS $-0.02 vs $0.1122 estimate

Q3-2026: Beat consensus by 24.0%, EPS $6.22 vs $5.0146 estimate

Q3-2026: Beat consensus by 8.6%, EPS $3.16 vs $2.9104 estimate

Q3-2026: Beat consensus by 16.3%, EPS $0.17 vs $0.1462 estimate

TSLA Dec 15 puts traded 20.1x prior open interest, premium over $5M

SPY Nov 27 puts traded 13.9x prior open interest, premium over $5M

QQQ Nov 9 calls traded 5.6x prior open interest, premium over $5M

QQQ Nov 20 calls traded 11.8x prior open interest, premium over $5M

VIX at 25.6: ELEVATED FEAR: VIX above 25 (historical capitulation zone)

tanker_freight_etf shipping -17.2%, potential inflation signal

VIX at 26.6: ELEVATED FEAR: VIX above 25 (historical capitulation zone)

VIX at 28.2: ELEVATED FEAR: VIX above 25 (historical capitulation zone)

OSINT: November 7 Overseas Headlines: US October non-farm payrolls greatly exceed expectations; Trump appoints Miller as White

OSINT: They warn that the rate of inflation makes Delcy Rodríguez's exchange rate policy unsustainable

OSINT: Global market crash November 5-6, 2026: collapse of Nasdaq and the AI sector

OSINT: Construction took a strong leap in September, while industry had a slight monthly increase and a year-on-year drop

EUR/USD: speculators net short 157,791 contracts, 18.01% of open interest (-2.6σ vs 3y mean), crowded short positioning

MXN/USD: speculators net long 18,017 contracts, 6.36% of open interest (-2.0σ vs 3y mean), still net long but far less long than usual, positioning unwinding toward short

CHF/USD: speculators net short 16,589 contracts, 12.46% of open interest (+2.2σ vs 3y mean), still net short but far less short than usual, positioning unwinding toward long

ARB open interest +21.0% over 24h, OI surge

SOL DEX volume/liquidity ratio elevated (1.17x): on-chain trade volume 1.17x liquidity