Morning Note | November 12, 2021

Nov 12, 2021

∙ Paid

Good Morning!

Futures are up nicely to cap the week. Bond market reopens with the 10-yr higher to 1.57%, US dollar flat, and commodities weaker with oil breaking below $80. Inflation is again the largest macro story but geo-politics are flaring up. Belarus could cut gas supplies to EU and the US warns of a Russian invasion of Ukraine. Manchin pushes bac…

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