Succinct Summations week ending November 1, 2013. Positives: 1. The S&P 500 and Dow Jones were up 4.3% and 2.7% respectively in October, in spite of the government shut down and all the noise. 2. ISM manufacturing comes in at 56.4 v 55 expected, the highest since April 2011. 3. GM vehicle sales soar 15.7% v 7.9% expected, Ford’s trucks sales were the highest since 2004. 4. HSBC China PMI came in line, at a 7 month high. 5. Japanese retail sales rose 3.1% v expectations of a 1.9% rise. 6. South Korean exports surged 7.3% y/o/y vs. expectations of a 2.3% increase. 7. Australia manufacturing PMI came in at 53.2, up from ... (full story)