Macro Briefing: 2 November 2021

* More than 100 countries pledge to end deforestation by 2030
* US to announce tougher regs on methane emissions for oil, gas production
* Drug companies aren’t liable for opioid crisis in California, says state court
* Supply-chain risk for US economy remains close to two-decade high
* Shortages that are slowing auto output are a risk for the world economy
* Don’t expect stocks and bonds to provide protection from inflation, AQR warns
* 82% of S&P 500 firms have beat Wall Street’s profit expectations
* Is surging bond-market volatility a warning for stocks?
* US construction spending fell 0.5% in September
* US Mfg PMI for October: softer growth but new orders “remains sharp”
* US ISM Mfg Index edges lower in October but still indicates strong growth:

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