Founders: Thursday Macro Parallels by a Pro
March 30
**To all: Let us know if there is something you’d like more focused on by category or bank type in the comments**
Inside:
Gold Levels from Michael. Rollover to June contract is completed
Nice 2008 macro history parallel by GS Trader recently featured by ZH in a write up
TD bets on Curve inversion reasserting itself
GS says get long gold with a 3way- we say don’t do it. It is classic Goldman bad idea… and will talk about that this weekend
Refinitiv’s s Day ahead report- Pretty good stuff
Cheers