Founders AM: Hartnett Flow Show First Look
Feb 23, 2024
Housekeeping: Good Morning.
Slow Morning.. We will go through Hartnett’s report and have a walkthrough out earlier than usual
***Trading the ISM Inflection: Best trades for “long producer, short consumer” in '24 are commodities, mercantilist stock indices.***
Contents:
News Headlines
GS, JPM Trader Notes
UBS Voice Note: The Chief Economist makes the case for Fed Easing now
Also: Hartnett Flow Show