Forest Business Services

Investors are pricing in the prospects of headline CPI >= 2.5% over the next 10 years for the first time (data back to 2010)! Probability according to inflation swap caps/floors at 71%.

Also, the right-side tail of 3+% YoY up to a not so inconsequential 34%.

FirstSquawk

U.S MANUFACTURING PRODUCTION (MOM) (SEP) ACTUAL: -0.7% VS 0.2% PREVIOUS; EST 0.1%

U.S CAPACITY UTILIZATION RATE (SEP) ACTUAL: 75.2% VS 76.4% PREVIOUS; EST 76.5%

U.S INDUSTRIAL PRODUCTION (MOM) (SEP) ACTUAL: -1.3% VS 0.4% PREVIOUS; EST 0.2%

Flag of United States Misery Index

The Misery Index is nowhere near its 1970s level. Are stagflation fears overblown?

$spx

How's YOUR water level?

Flood Factor - First Street Foundation Flood Factor® is a free online tool created by First Street Foundation that makes it easy to find and visualize a home's past, current, and future flood risks.

How governments can help decarbonise aviation Decarbonising aviation is only possible with the support of both international political leadership and public-private collaboration. Here's how one group of ministers looks to create innovative policy.

La Nina is Back.

La Niña is likely back for another unpredictable winter Cold, stormy weather and hurricanes could plague the East Coast in the coming months. On the other end of the country,drought could worsen.

Insiders

The Insider Transactions Ratio is back in the bearish zone
Right pointing backhand index https://isabelnet.com/?s=insider

$ndx $spx $spy
$djia

https://www.zerohedge.com/

Zerohedge ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

Maybe the supply chain crisis is fading.

Number of anchored container ships is down 20%

JP Morgan kicks off bank earnings tomorrow.

Banks have been on fire lately, doubling S&P 500 gains year to date.

Commodities

Historically, commodity bull markets tend to last for years