Greetings,
United States: The October CPI report showed a slowdown in price increases, with both the headline and the core inflation figures coming in below consensus.
Zillow data point to more downside for rent inflation.
United Kingdom: The rebound in factory production is slowing.
China: Rates are rising across the board. Here are the 10yr and 5yr bond yields:
Energy: The EIA’s (US Department of Energy) continues to downgrade its global petroleum liquids consumption forecasts.
Equities: Companies known for share buybacks and dividend payouts (total cash return) have outperformed those focused on CapEx and R&D.
Food For Thought: How much refrigeration does Pfizer’s vaccine require?
Edited by Daniel Moskovits
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