The market week of Oct. 11-15, 2021, as co-hosts Jeff Mayberry and Samuel Lau take note, witnessed a wide rally across asset classes, including commodities, bonds and stocks as measured by the S&P 500, apart from the communications services sector, which was weighed down by one of its component stocks (2:30). Turning to the Question of the Week (14:00), Sam explains the wide differences exhibited in natural gas prices moves in different markets for that commodity around the world. On the inflation front, while consumer and producer prices In September posted impressive gains relative to past years (10:42), the co-hosts surmise that those increases were below market expectations . The coming week of Oct. 18-22, Messrs. Mayberry and Lau note, has little in the way of scheduled macroeconomic news, although they’ll be curious to see what surfaces from the Wednesday release of the Federal Reserve’s Beige Book summary of economic activity (31:17).

MMM Episode 37: Broad Rally, Differential Nat Gas Markets and Seeing Beige

Monday Morning Minutes