**Wednesday: UBS/GS Election Macro

Founders AM | Institutional Insights

Housekeeping: Good Morning.

The (almost daily) Founders AM post contains top day institutional analysis from Bank and fund trading desks. If we see something related to all our interests, (like Gold etc) it will be here first, and sometimes, if too sensitive, it will be here only. You will likely develop preferences in whose research you like to read just like we do. These are the best morning comments by institutional trading desks in the market that we sometimes get and share. Our highest level observations are included here as well

“Gold is higher again and rates are lower again. Think investors beginning to realize that republican sweep is inflationary.”

- GSTrader Rich P.