Founders AM: Goldman's Initial Reaction to China Copper Sales

Institutional Insights

Housekeeping: Good Morning.

We picked up some new Founders. Welcome. The almost daily Founders AM post is very current financial insight newspaper type stuff. Noone else does this (ZH can if they wanted to). If we see something related to all our interests, (like Gold etc) it will be here first, and sometimes here only.

Don’t feel compelled to read all of it daily. You will develop preferences in whose research you like to read just like we do. But these are the best morning comments by institutional trading desks in the market that we sometimes get and share.

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Contents:

1. News Headlines

2. Trading Desks (GS, JPM, PVM)- china copper exports ease pressure

3. UBS Chief Econ Voice Note- continues to mock Powell for not cutting

4. Also:

   1. GS on OPEC Cuts

   2. Rabo New Note.. fearful of Euro Brexit on steroids,