Is the Baltimore Bridge Collapse a Risk to Inflation?

What’s in Today’s Report: Could the Baltimore Bridge Collapse Spark a Rebound in Inflation? Durable Goods Orders Takeaways (More Weak Revisions).

Wall Street Sign

Sector Winners from the Infrastructure Bill

What’s in Today’s Report: Sector winners from the infrastructure bill, slightly higher futures, Global yields little changed, and more…

Why Stocks Dropped Yesterday (It Wasn’t CPI)

What’s in Today’s Report: Why stocks dropped yesterday (It wasn’t CPI), EIA analysis and oil market update, and more…

Market Multiple Chart

Market Multiple Levels: S&P 500 Chart

What’s in Today’s Report: Market Multiple Levels: S&P 500 chart, Mildly lower futures, Chinese inflation data, and more…

Bull

Market Multiple Table: November Update

What’s in Today’s Report: Market multiple table: November update, Stock futures pulled back overnight, and more…

Bear and Bull

Near-Term Macro Calm (But Risks Building for 2022)

What’s in Today’s Report: Near-term macro calm (But risks building for 2022), Risks of an accelerated taper, Key inflation data this week.

Magnifying Glass

Jobs Report Preview

What’s in Today’s Report: Jobs report preview, Why the Bank of England surprise matters to you, OPEC decision and Oil market update.