With the media gripped by accusatory speculation regarding the identity of the source behind the Wikileaks leak of hacked Podesta and DNC emails, much of it focused on Russia, a new theory has emerged from Craig Murray, the former British ambassador to Uzbekistan, who tells Sputnik (a Russian media outlet) that the source of the leaks are not Russian hackers but a Washington insider.

Via Dana Lyons' Tumblr,

Despite an unseasonably calm stock market, relative near-term volatility expectations have jumped to the 3rd highest level in their 3-year history.

The latest ABC / Washington Post poll shows a dead heat in the 2016 presidential race with just 6 days left until election day.  The tie comes despite a massive plunge in Hillary's "trustworthiness" proving that her supporters are blindly loyal and/or ABC's polling data is simply wrong.  That said, ABC points out that Clinton leads among those who say they’ve already voted by a margin of 54-41%...though we suspect a lot of that 54% would like to have their vote back after the latest FBI revelations.

• U.S. Election Angst Spreads as Stocks Drop, Bonds Rise (BBG)
• Fed Doesn’t Aim to Push Inflation Beyond 2% (WSJ)
• Tighter Race Brings a Shift in Tactics (WSJ)
• After another release of documents, FBI finds itself caught in a partisan fray (WaPo)
• Trump Tells Early Voters to Change Their Ballots If They Have 'Buyer's Remorse' (ABC)
• More Pot, Fewer Guns, Higher Pay: Other Big Issues on the Ballot (BBG)
• Banks No Longer Make the Bulk of U.S. Mortgages (WSJ)
• Kuroda dismisses idea of BOJ buying municipal bonds (Reuters)

Global stocks, S&P futures, the Mexican peso, the Korean Won and crude oil all fell as traders were spooked by polls suggesting a tightening race and Trump momentum ahead of next week’s American presidential election. The yen and Swiss franc gained, as did global bond markets and gold as investors flocked to safe haven assets.