Back in the saddle today from New York as I took my talents to London last week for The Deal's European Advisor awards ceremony. I'll get into some of my observations in a little bit.

The talk of Wall Street was the midterm elections and TheStreet has you covered with outlooks for healthcare, industrials, energy, technology and more. Amid the election talk, the world of M&A was abuzz with deals large and small, regulatory updates, new activist situations and even a sprinkling of antitrust talk from the president. China Oceanwide gained FTC clearance for its buyout of insurer Genworth Financial (GNW - Get Report) while Broadcom (AVGO - Get Report) completed its deal for CA Inc. to make a big pivot into software and sell a unit. Prague-based Krupa Global Investments, a Kraft Heinz (KHC - Get Report) shareholder, wrote the company's board and shareholders on Monday calling for Warren Buffett and 3G Capital to acquire the firm for $80 per share. Then there was Trump's call for antitrust review of Google (GOOGL - Get Report) , Amazon (AMZN - Get Report) and other largest internet companies. It's a topic we've covered before and although the President may not have been so articulate in his missives Monday, the antitrust threat on Amazon and Google is real as these companies purvey every aspect of our digital lives.

View From the City: Watching the international markets and how they roll into the U.S. day is quite the interesting experience. You've got to imagine it's why Jim Cramer gets himself up at the crack of dawn to search for clues about the U.S. markets from Europe and Asia. Apple (AAPL - Get Report) suppliers, China demand, oil and gas outlooks from multinational majors such as Shell (RDS.A - Get Report) and BP (BP - Get Report) and the early morning dollar index all tug at the heartstrings of savvy U.S. investors. Being there for Apple earnings you see the impact the U.S. has on the world. But you also see some of the U.S.-centric rhetoric and a sense of "now the day really starts" when U.S. markets open that make it pretty apparent as to why the rest of the world looks at the U.S. with a side-eye and maybe always has -- no matter who's filling the brown leather chair in the Oval Office. Take today, Apple moves as Foxconn reports about cutting some production of iPhone XRs, a China story that impacts Apple and pockets of the U.S. market as Apple's parallels to consumer product demand weighs in.

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Markets today Stocks traded mixed on Monday as stronger-than-expected U.S. jobs data reignited bets on faster Federal Reserve rate hikes and as investors looked ahead to the midterm elections on Tuesday, Nov. 6, that could change the composition - and direction - of Congress for at least the next two years. The Dow Jones Industrial Average rose 191, or 0.76%, to 25,462, the S&P 500 rose 0.56%, and the Nasdaq slumped 0.38%.

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