Founders: Aerospace Ramp up part of reshoring/rearming theme
NOTE: We are getting a large variety of content daily now, and want to fine tune it better for Founders. So look for a poll later on about what you wish more of research wise.. **Please take the poll, or we will be forced to start sending CNBC reports only now!!
Today. All out this morning:
RABO DAILY
GSTrader top stories
JPM Morning Intel
GSTrader Email
NewsSquawk
GS: Aerospace ramps up
Today:
No notable economic reports today
Fed Speakers: Powell (10:00 a.m. ET), Cook (10:00 a.m. ET), Jefferson (10:00 a.m. ET), Goolsbee (12:25 p.m. ET), Mester (E: 4:00 p.m. ET).
PRO TIP: only Powell matters, everyone else has 2 speeches in pocket for damage control
Silver:
Look for a write up on Silver later today based on China’s Supply, Demand imbalance in Premium based on that piece we sent you last week. ( we have 2 more like it to review now)
Gold:
We’re lightly long and sadly we were right not to get too long. Gold between February and August is a crap shoot. It is driven by news. And without news, it trades to max pain always.
Between Aug and October Gold is lower. Between November and Feb Gold is higher
VBL