Founders: The Soft Landing Narrative

Today:

1. Citi: Morning comment

2. JPM Market Intel

3. NS: Pre Open

4. GSTrader 1 email

5. GSTrader 2 email

6. GSTrader 3 email

7. GS Soft Landing paper- THIS IS THE MAINSTREAM WISDOM NOW compare and contrast to what we translated Hartnett as saying yesterday¹- THIS IS THE RESEARCH WE DO NOT NECESSARILY FOLLOW BUT WE ALWAYS READ.. TO SEE WHAT THE BIAS IS

8. MS on China