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Macro Briefing: 18 October 2021

Summary:
* Dems will focus on finalizing Biden’s massive social spending bill this week* Inflation poses rising political risk for Biden and Democrats* World still reliant on fossil fuels amid surge in energy prices* China’s GDP increased 4.9% year over year in Q3, less than expected* Energy, real estate shocks are slowing China’s economy, with global implications* Fallout in China’s property sector looks set to continue* Investors expect central banks will keep rates too low for too long, survey shows* NY Fed Mfg Index posts slightly softer growth in Oct amid supply-chain shortages* US consumer sentiment fell in early Oct to second-lowest level in a decade:

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* Dems will focus on finalizing Biden’s massive social spending bill this week
* Inflation poses rising political risk for Biden and Democrats
* World still reliant on fossil fuels amid surge in energy prices
* China’s GDP increased 4.9% year over year in Q3, less than expected
* Energy, real estate shocks are slowing China’s economy, with global implications
* Fallout in China’s property sector looks set to continue
* Investors expect central banks will keep rates too low for too long, survey shows
* NY Fed Mfg Index posts slightly softer growth in Oct amid supply-chain shortages
* US consumer sentiment fell in early Oct to second-lowest level in a decade:

Macro Briefing: 18 October 2021

James Picerno
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.

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