1) FL absentees, early voting:

*Dems as expected ("souls to the polls Sunday") had a good day and FINALLY take the early walk-in vote lead by 6,100 votes.

Rs total: 1,151,593
Ds total: 1,092,547

Rs +59,046 combined lead. This is very good for this point in the campaign.

2) At this point in 2016, Rs only led by 40,000. I could be mistaken but I think yesterday was the last day polls were open on Sunday, so the final "souls to the polls" Sunday.

3) As of yesterday, four red counties were yet to report. That would likely boost the lead back to 70k

4) I don't think the FL Rs in their wildest dreams expected to lead this late in the campaign.

5) Likewise in NV:
Clark (with its union "encouragement" for members turned out big yesterday and added net 6,000 voters.

However---big however---neither Washoe nor the rurals . . .

(5) contd. . . were open yesterday. My guesstimate is that would slice that number in half.

While this helped, the NV Ds are still looking at a significant--to potentially massive--shortfall from their 2016 numbers coming out of early voting.

6) Gotta make sure you compare days to days. Calendars and voting days differ.

The manufacturing trade deficit is up significantly in the first two years of the Trump Presidency. Pretty clear that stimulus and a strong dollar has had a bigger effect than his trade protectionism.

Stimulus has meant strong import growth. Strong dollar has meant weak export growth. Shows up clearly in the nominal data.

Deficit in goods trade ex ag and petrol is closing in a on a trillion dollars (tis just under 5% of GDP)

And since the strong dollar is holding down import prices, the "real" change is likely even bigger ...

Export growth hasn't kept up with import growth since the dollar appreciated in 2014. In fact exports of manufactures haven't grown at all in last 4 years

I know there are technical problems with this measure but it still gives some indication of scale; the "real" non-petrol goods deficit (ex ag) is up $180b (e.g. just under a pp of GDP) in Trump's first 7 quarters.

& that follows on a big increase after the dollar's 14/15 move

p.s. adding services here wouldn't change much (and there isn't any true data for most services for q3, a lot of services trade is estimated in the monthly data)