Founders: Early Look.. Hartnett's 12 Angry Trades
This time of year is entirely the fruits of feedback loops between banks and their clients
Contents:
Morning Report list
News Headlines
Data Schedule
Comment: Voice Note
Founders Reports
1- Founders Report List
JPM’s Morning Intel
GSTrader 1- Running Comments
GSTrader 2- Recap
Voice Note: Extra British snark today..
Caught Our Eye: Hartnett posts his most contrarian list yet
2- JPM’s News Headlines
• US labor market loosening as weekly jobless claims hit three-month high (RTRS)
• Homebuilder confidence weakens again but easing rates may brighten the outlook – NAHB (RTRS)
• US import prices post largest drop in seven months (RTRS)
• China's home prices dip for 4th month, may weaken further (RTRS)
• Deflation could be coming this holiday season, Walmart CEO says (CNBC)
• Treasury yields fall as investors weigh interest rate outlook (CNBC)