Macro Briefing: 9 November 2021

* China’s real estate ills may affect US financial system, Fed warns
* US inflation is expected to run higher before peaking, Goldman Sachs predicts
* Negative real interest rates prevail across developed economies
* Migrant crisis escalates on Poland/European Union border
* Surging heating costs threaten a winter run of inflation
* Global holdings of Chinese stocks and bonds rise despite regulatory crackdown
* Tesla’s bull run creates benchmark risk for fund managers who missed the rally
* Bitcoin and ether reach new peaks
* The Covid recession was strange — really strange
* 30-year Treasury yield near 4-month low ahead of tomorrow’s inflation report:

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