Market jitters have grown as polls show Republican candidate Donald Trump is back in the running for the White House, and many assets will be in risk-aversion mode going into Election Day. 

• Trump is firmly back in the running for the White House – Jakobsen
• MXN, Gold, JPY, USD go to risk aversion into Tuesday – Jakobsen
• US 10-year yield support needs to hold at 1.7500% or USD will fall – Jakobsen
• Inflation is back, cost of capital rising – Jakobsen
• Tonight’s FOMC likely to be a non-event – Hardy
• Higher chances of Trump victory boosting CHF, JPY and EUR; MXN, CAD weakest
• Vote jitters impacting gold, $1,308/oz , $1,324/oz levels to watch – Hansen
• Oil in trouble, watching Brent at $47.60/b , $46.20 the ”line in the sand” – Hansen