"A Lot Of Things About This Market Haven't Been Adding Up For A While..."; Goldman Partner Warns

Futures are lower globally with some of the sharp Korean and Japan gains are reversing overnight.

In Japan, the tone turned lukewarm as Takaichi hinted fiscal stimulus may not be inked until the summer… and “Japan’s manufacturing activity shrank in October at the fastest pace in 19 months,” per the S&P Global PMI, echoing a particularly downbeat ISM yday.