CorticorpFinance

Market Pulse

ReviewSector Supply Lines

Closes to Tuesday, November 10, 2026

Follow a physical input to the sector it ends in, and see whether the sector moved the way the input did. Tap a path or a name to move.

Today's relationship

Wheat and soybeans to staples

The Commodities desk's picture of the day centres on Wheat and soybeans to staples, which feeds a sector here.

Wheat and soybeans to staples

Wheat fell 12.0%, Soybeans fell 4.7% and Consumer Staples rose 7.8% over 30 days: the other way, the direction a cost link predicts. Co-movement, not a measured cause.

Wheat and soybeans are ingredient and feed costs to bakery and packaged-food makers, so cheaper inputs leave them more margin.

InputWheatZW=F

591.50+0.6% 1D-12.0% 30D

Close of 2026-11-10

InputSoybeansZS=F

1226.75+3.8% 1D-4.7% 30D

Close of 2026-11-10

SectorConsumer StaplesXLP

91.03+0.2% 1D+7.8% 30D

Close of 2026-11-10

Top to bottom: Input, Transmission, Industry, Sector

  • Physical flow
Wheat and soybeans to staples, stored closes
  • Wheat-7.7%
  • Soybeans+6.0%
  • Consumer Staples+7.2%

Each line starts at 100 so the lines can share one axis. Stored daily closes.

Sector closes as of 2026-11-10. Moves are over the trailing 30 days; under 1% either way counts as flat. Numbers appear only at the two ends; everything between is a relationship and not a reading. Colour is direction only, not good or bad.

Also feeding Consumer Staples

Largest Consumer Staples names

  • WalmartWMT 0.86%, -0.1% 1D
  • Costco Wholesale Corp /NewCOST 0.73%, -0.0% 1D
  • Procter & GamblePG 0.60%, +0.2% 1D
  • Coca ColaKO 0.57%, +0.9% 1D
  • Philip Morris InternationalPM 0.46%

Weights are percent of the S&P 500 holdings file dated 2026-11-09.

Every path

Inputs

Sectors

What this page does not have

This is a curated set of the clearest direct links, not a full input-output graph. A comprehensive version would need the BEA input-output tables.

  • No freight, trucking, shipping or port series, so the diesel path is a fuel cost and never a freight rate.
  • No wage, hiring, job-openings or layoff series, so there is no labour channel.
  • No tariff, subsidy or policy record, so there is no policy channel.
  • No industry-level measurement, so every intermediate node is a relationship and not a reading.
  • No intraday series, so every figure is a daily close.

Sector Performance

Sector Performance - % change

Click a name in the legend to show or hide it. Prices from Yahoo Finance.