The October CPI (thu), if soft, could be as much a "game changer" as "hot" Aug CPI derailed equities (S&P 500 4,120 to 3,491)

The October CPI, if soft, means Fed no longer has "back to the wall" on fighting inflation = very consequential

Apple warned that iPhone production has been impacted by COVID-19 restrictions. This will hurt production for $AAPL and it might even hurt the stock short term. But this should hardly cause lasting damage

this is not a "demand" problem, it's "supply" due to Foxconn and other China supplier production impactsthis delay was also well telegraphed as multiple media stories showed ...

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