Founders: They Hope it Drops
Jan 9th, 2024
Housekeeping: Good Morning.
Contents:
News Headlines
GS Full CTA Analysis
GS CPI preview
GSTrader1- headlines
JPM Intel
UBS on soft landing odds
Caught Our Eye- Kolanovic turned bearish stocks again. Meanwhile JPM’s Alpha trading team is bullish. (via ZH)
Grant’s is due around Jan 19th. We are still deciding on what to add beyond that.