It is a great place to start. Especially given the Vice President ial debate that we all watched. It is entitled, this is why maga loves j. D. Vance. And you wrote in part quote, weve seen all this before. In 2016 and 2020, Mike Pence was the gentleman debater. He was less polished and less effective than vance, but he had a similar, softening effect on the ticket. In 2016, his Earnest Faith and apparent kindness might have reassured voters that Trump Couldnt be that bad, not if he had chosen pence. We know exactly how that turned out. In choosing advanced and discarding pence, trump traded actual decency for a man who could simulate decency, and thats exactly what advanced did on tuesday night. But he couldnt keep it together for the entire evening. At the very end, the mask slipped. On tuesday night, walters learned exactly why maga loves vance so much. Hes a talented communicator. He has a compelling life story. He can make the ideological and Policy Case for republican populism bet
Forward. You see, Donald Trump is stuck in the past. But its like i say to my husband, doug, when he leaves his phone at the chilis. We are not going back you know, Trump And Vance are weird. All right . They want the government to control what you do in your bedroom, what books you read. You know, in minnesota, we have a saying, mind your Damn Business we also have another saying in minnesota, my nuts froze to the park bench. They say that me blaming the democrats for inciting violence is the pot calling the kettle black. Frankly, i didnt know the kettle was black until very recently. I thought the kettle was indian. Then it decided to turn black. I miss Joe Biden oh, joe. We miss Joe Biden, folks. What we wouldnt give to have him stand next to me and be old. We had this in the bag, but then they did a switcharoo and swapped Out Biden with kamavala. Hello, it is me, Jd Vance. How much do you love Donald Trump . He told me, youre like a son to me. I dont like you, and im stuck with you
Phone lines split up as usual this morning. Democrats, 202 7488000 is the number to call in. Republicans, 202 7488001. Independents, 202 7488002. You can also send us a text. That number, 202 7488003. If you do, please include your name and where you are from. You can catch up with us on social media, twitter and facebook. A very good monday morning to you. You can start calling in now. Theheadlines on this topic, first use of the vaccine maybe december 13. 40 million doses said to be available by the end of the month. That from the front page of usa today. Frontline gets the first vaccine doses, but then who . Thats the question we are asking this morning, asking you to be in the position of setting the priority, how would you do it . Turning to the cdc webpage there, i q a on how the cdc is making its covid19 vaccine recommendations. Making those disease vaccine recommendations based on the input from the Advisory Committee on immunization practices. Its a federal Advisory Committee
Table . Speaker pelosi says theres a chance she and the treasury secretary can still reach a deal later, pause for tiktok why a judge sided with bytedance and blocked the Trump Administration ban. Futures do imply a big open to start this monday morning of course, coming off the first fourweek decline of the year. Mike, you did some writing over the weekend. Largely about the degree to which september is doing the job its supposed to do. That being the sort of pause that refreshes the argument here is that if we came into september with the markets at record highs and everything looking very stretched to the upside and sentiment and the technical position of stocks and maybe even hopes for an immediate stimulus and this fourweek decline has largely reset a lot of those factors right. You have sentiment very muchal coo acooled off and huge short position develop in nasdaq futures and pretty much 180 degrees on that front. I would say back in the neutral zone, not necessarily super beari
The university of texas on the pandemic. Of then Michael Morris guggenheim securities. You can only go back in florida. Taking a more circumspect view of whether or not these parts should open. Earnings next week are going to be a big theme as well. A lot of the big tech names are going to be in focus. Lets talk about what is happening broadly in these markets. You mentioned the curve steepeners. The curve is flattening. There is pain in that trade. The u. S. 10year yield has come down. A tight rangein over the last month. S year, we saw the 10 year the range as than 60 basis points to 75 basis points. Equity markets have faded. Im struggling to see where the catalyst is coming from, which catalyst to focus on. How markets are going to progress from here. Lets get help with that question. Yields, theg bond curve flattening out. Equity markets are going nowhere in a hurry. We have a. We have virus. We have elections. Where are you focusing your attention . Thank you for having me. When