Exclusive: Here's Why We Rallied So Much: Founders

The Runway has been cleared for Takeoff

Special Edition: The new recommendations are leaked

Contents:

1. Morning Founders Report list

2. News Headlines

3. Data Schedule

4. Comment: The Economists Are Wrong Again

5. Founders Reports

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1- Founders Reports List (PDFs at bottom)

1. JPM Market Intel

2. GSTrader1

3. GSTrader2

Caught Our Eye:

• Goldman Shutdown averted

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2- JPM’s News Headlines

• Cooling Inflation Likely Ends Fed Rate Hikes (WSJ)

• US Shutdown Risk Drops as More Democrats Back Speaker’s Plan (BBG)

• Slowing US inflation boosts hopes Fed done with rate hikes (RTRS)

• Fed's Goolsbee sees inflation falling fast without jobless surge (RTRS)

• U.S. small business sentiment falls slightly (RTRS)

• German budget sees more cash for Ukraine, green buildings, industry (RTRS)

• Here’s the inflation breakdown for October 2023 — in one chart (CNBC)

• Cooler monthly inflation report pushes mortgage rates even lower (CNBC)

• Inflation was flat in October from the prior month, core CPI hits two-year low (CNBC)

• Earnings Estimates Are Falling. These Two Companies Are Shouldering the Blame. (WSJ)

• Big Oil Producer Lines Up African Carbon Deals Ahead of Climate Talks (WSJ)

• Ken Griffin Says Fed’s Credibility At Risk If It Cuts Rates Too Soon (BBG)