Founders: Three Rules for Buy Season

JPM's Kolanovic's 2024 Outlook

This time of year is entirely the fruits of feedback loops between banks and their clients

Contents:

1. Morning Founders Report list

2. News Headlines

3. Data Schedule

4. Comment: Three Rules for Buy Season

5. Founders Reports

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1- Founders Reports List

1. JPM’s 2024 Kolanovic Report- Gold stuff to be broken out for Premium

2. UBS AM Voice Note- Retail Resilience. Bond Vigilantes and the Fed

3. GSTrader 1

4. GSTrader 2

5. GSTrader 3

6. CITI Desk

Caught Our Eye:

• MUFG Commodities Weekly

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2- JPM’s News Headlines

• More peas please? Thanksgiving meal costs Americans less this year (RTRS)

• US economy cools as retail sales dip, monthly producer prices decline (RTRS)

• Holiday toy sales expected to slow amid economic struggles (RTRS)

• US producer prices unexpectedly fall in October (RTRS)