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

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***Trading the ISM Inflection: Best trades for “long producer, short consumer” in '24 are commodities, mercantilist stock indices.***

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Contents:

1. News Headlines

2. GS, JPM Trader Notes

3. UBS Voice Note: The Chief Economist makes the case for Fed Easing now

4. Also: Hartnett Flow Show