Morning Note | October 5, 2021

Good Morning!

Futures are higher this morning after a sharp drop in the markets yesterday. We're slated to open up 170 points with a small tech rebound. The 10-yr is back to 1.5%. We have a heavy macro data week (durable goods, PMI, ISM, ADP, and NFP). Friday’s NFP the most important. Infra vote pushed to Oct 31; Reconciliation bill is thought to be clos…