Nov 11, 2026 · 7 min listen · Last updated November 11, 2026
From storyflo. This is your daily audio brief. It's Mason. November 11th. Five things on the tape worth your attention this morning. Let's get into it. First, from kathleenhays. Harris Says Hot Economy Driving Hot Inflation, Fed Has a Lot More Work to Do on Rate Hikes.
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Daily Finance & Markets Brief · November 11th
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Harris Says Hot Economy Driving Hot Inflation, Fed Has a Lot More Work to Do on Rate Hikes
Ethan Harris, author of “Ethan on the Economy” on LinkedIn and Substack, has been on has been on his economy watch for decades. He started at the Federal Reserve Bank of New York as head of the Domestic Research Division, moved on to become the Chief Economist at Lehman Brothers and then Global Head of Economics at Bank of America. Ethan has been arguing for some time now that the Federal Reserve is moving too slowly and doing too little to bring down inflation that has been above its two percent target for more than five years now.
China To Sell First Yuan Sovereign Bonds In Canada As Beijing Pushes Dollar Alternative
Authored by Matthew Horwood via The Epoch Times, China plans to issue its first yuan-denominated sovereign bonds in Canada this week, as Chinese Vice Premier He Lifeng visits the country for talks aimed at establishing closer ties. China's Ministry of Finance announced that it will issue up to 4 billion yuan (CA$846 million) in sovereign green bonds in Canada beginning Nov. 9. The green bond proceeds are meant for projects beneficial to the environment.
Single-Stock ETF Inflows Slow as Investors Swipe Left on Option Overlay Funds
Single-stock ETFs have pulled in $11 billion so far this year, but that’s less than half of the $23 billion from last year. The slowdown is mainly in option-overlay strategies, which have struggled with performance and are facing competition from more attractive bond yields. Retail investors, who made up 15% of flows in 2022, peaked at 52% in 2025 but have since dropped to 41% this year, focusing on long leveraged products tied to market performance.
Funds like the Direxion Daily MU Bull 2X Shares saw massive inflows when Micron’s stock surged but have since lost $1.4 billion as the stock fell. Similarly, the Tradr 2X Long SNDK Daily ETF experienced a similar pattern with Sandisk. The top 5% of single-stock ETFs account for nearly 60% of net inflows, while many others struggle to attract interest, leading to predictions that several will be closed down.
For listeners who want low-fee crypto exposure, our markets partner Kraken supports Bitcoin — link in show notes.
Falling Oil Prices May Provide a Cushion Amid Higher-Than-Expected Inflation
Inflation ticked up 0.4% in October, surpassing the expected 0.3%, which has some Fed members considering a potential rate hike when they meet on December 9. However, oil prices are dropping, with Brent crude sliding below $90 a barrel for the first time since August. This decline could ease some inflation pressures, especially as geopolitical tensions ease.
While the markets reacted negatively to the inflation report, with the S&P 500 down 0.38%, some economists believe that if energy prices stabilize, underlying inflation could approach the Fed's 2% target. The upcoming midterm elections may also influence economic policy, particularly regarding tariffs and energy strategies.
Interestingly, the bond market is showing signs of strain, with a recent auction reflecting weaker demand for 10-year Treasury notes, pushing yields above 5%. This could raise borrowing costs, regardless of the Fed's decisions.
For listeners who want low-fee crypto exposure, our markets partner Kraken supports Bitcoin — link in show notes.
Inflation is starting to shake up complacent market positions, and it’s becoming crucial for investors to pay attention. The focus is shifting away from the traditional 60/40 portfolios, as asset managers are beginning to realize the importance of real purchasing power in returns. There’s a livestream happening this Friday at noon EST that will dive deep into the inflation cycle, covering economic data points and market signals that matter. It’s a great opportunity to ask questions about the technical aspects and how they apply to your situation. If you’re interested, there’s a 7-day free trial available to join.
For listeners who want low-fee crypto exposure, our markets partner Kraken supports Bitcoin — link in show notes.
Jack Selby, the founder of AZ-VC, is scratching his head over Anthropic's decision to go public. He points out that the company has a hefty cash reserve, nearly matching that of Google, which makes the rush to the IPO market seem puzzling. Selby shared his thoughts in a recent conversation with Haslinda Amin on her show. It’s interesting to see such a strong player in the AI space considering this move when they seem well-funded already. It raises questions about their strategy and what they’re aiming for in the public eye.
For listeners who want low-fee crypto exposure, our markets partner Kraken supports Bitcoin — link in show notes.
Our goal with The Daily Brief is to simplify the biggest stories in the Indian markets and help you understand what they mean. We won’t just tell you what happened; we’ll tell you why and how too. We do this show in both formats: video and audio. This piece curates the stories that we talk about. You can listen to the podcast on Spotify, Apple Podcasts, or wherever you get your podcasts and watch the videos on YouTube. You can also watch The Daily Brief in Hindi. In today’s edition of The Daily Brief: 1.
Portpourri November 10, 2026 - New Portfolio Feature!
When I was a kid, I delivered the Potpourri newspaper around my section of suburban San Jose. The Potpourri was a classifieds/news rag that just had a lot of odds and ends, random items, and all in all was a marketplace for leftovers and new businesses. Today, I introduce Portpourri, a rundown of what’s going in my portfolio in short informal snapshots as well as quick takes on other news of the day.
Anthropic’s lower-than-expected IPO valuation: smart strategy or sign of trouble?
With a valuation that could reach $1.4 trillion, Anthropic’s initial public stock offering will represent an incredible, nearly unprecedented feat—and a disappointment. The five-year old AI company expects to price its shares somewhere between $70 and $78 apiece on Nov. 18, and begin trading on the Nasdaq the following day under the ANT ticker. That price range, which translates to a valuation between $1.26 billion and $1.41 trillion, is significantly lower than the roughly $2 trillion projection that bullish investors and analysts were throwing around over the summer.
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