Hartnett: Miners #1 Performer in 2025
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Housekeeping: Good morning.
***NO-SUNDAY-DISCUSSION-DUE-TO-TRAVEL-PLANS.***
Main Points Discussed: (Translations footnoted like last week)
* Fed might be considering less cuts after mkt performance
* **While never readers/us to buy miners, interpreting Hartnett putting clients in them these past 6 months was the right call.
* Watch Long Bonds, Oct 15th CPI, and Oil
* Closest risk is Fed saying “No” to more cuts
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.