Morning Note | November 11, 2021
Good Morning!
Futures are modestly higher this am a day after a sell off induced by a hotter than expected CPI number. Value/Cyclical trade is back on with rates moving higher (10-yr is at 1.55% this am), commodities stronger, USD stronger,. Annualized CPI came in at the highest annualized number since 1982. US/China reach deal to fight climate change. N…
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