Arthur Hayes sold another 320,000 LDOs, worth $227,000.

- Fed's October rate cut revealed 10-2 policy split, balancing inflation risks against labor market weakness amid 2%+ inflation. - Ethics scandal emerged over Kugler's stock trades during blackout periods, triggering IG investigation and accountability concerns. - Political tensions intensified as Kugler's resignation accelerated Trump-aligned Miran's board seat, complicating policy governance. - December meeting faces uncertainty: some advocate 25-basis-point cut for labor support, while others warn again

- Ethereum (ETH) struggles near $3,100 as traders monitor key liquidity zones amid 11% 7-day losses and cautious market sentiment. - ETF outflows ($74M for ETH, $373M for BTC) and institutional caution highlight waning investor confidence and liquidity challenges. - Technical analysts debate $2,904–$2,916 "buy zone" potential vs. bearish risks below $3,450, with consolidation phases expected before recovery. - Fed policy uncertainty (46% Dec rate cut chance) and EIL upgrades offer limited optimism as bears

- Jeffrey Gundlach warns U.S. equity market is "least healthy" and predicts private credit crisis due to "garbage loans" and weak underwriting. - He advises 20% cash allocation, reduced AI/data-center speculation, and compares private credit growth to 2006 subprime crisis, citing recent firm failures. - Recommends rebalancing portfolios: 40% global equities, 25% non-dollar bonds, and 15% gold as hedge amid dollar weakness and inflation. - Criticizes AI mania as "dot-com bubble" repeat, with NYU's Damodaran

- Mexico's President Sheinbaum rejects Trump's cartel strike proposal, invoking 1848 sovereignty lesson to defend national autonomy. - Tensions escalate as Mexico removes U.S. contractors' "Restricted Area" signs near Rio Grande, citing border disputes and environmental concerns. - Trump's hardline drug rhetoric clashes with Mexico's sovereignty stance, highlighting strained U.S.-Mexico relations over border security and governance. - Sheinbaum balances U.S. cooperation with sovereignty defense, while Trum