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🧵 2. Debate hype: Kamala seen as winner in online betting, but broader sentiment uncertain post Reuters poll. Market reacts with Democratic assets surging.

🧵 3. Buckle up for inflation: CPI report shows core CPI above expectations with housing inflation rising. Speculation grows on Fed rate cuts and market impact.

🧵 4. Market whirlwind: Initial reactions to impending Kamala victory saw dollar, yields, and crypto hit, then reverse. Volatility abounds in the fast-paced market.

🧵 5. Fed rate anticipation: Market bracing for potential significant rate cuts by Powell. History shows markets may overestimate expected cuts.