Macro Briefing: 15 November 2021

* Expectations are low for today’s virtual meeting between Biden and China’s Xi
* Energy mkt disconnect could trigger shortages, predicts IHS Markit’s Yergin
* US Dollar Index pulls back after approaching 16-month high
* Will interest rates stay low forever? Yes, predicts manager at GAM Investments
* China’s new home prices post biggest decline since 2015
* UK economists expect Bank of England will raise rates in December
* Japan’s economy shrank in Q3, falling much more than expected
* Higher inflation will boost profits for some companies
* Gold at five-month high as inflation surges
* Cargo demand expected to boost aerospace industry, predicts Boeing exec
* Consumer Sentiment Index for US declines to a 10-year low in early November
* US consumer 1-year inflation expectations rise to highest level in over a decade:

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