Jerry's Aftermath

Most markets are still reeling and adjusting to Jerry's proclamation yesterday that "rate cuts starting in March are not the base case". One bright side, however, is that since the S&P is off about 1.5% since the fedlines, perhaps we'll be able to avoid the usual massage-clarifying Fed Goon appearance on BBG or CNBS tomorrow morning.

And tomorrow brings the BLSBS in the 8:30 ET time slot, too, so maybe there's no time to work in a Fed Goon, anyway?

Speaking of the BLSBS, I suppose it's time to start your mental preparations for another headline number that magically...

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Key Economic Events Week of 2/19

2/20 10:00 ET LEIII
2/21 8:00 ET Goon Bostic
2/21 1:00 ET Goon Bowman
2/21 2:00 ET January FOMC minutes
2/22 9:45 ET S&P flash PMIs February
2/22 10:00 ET Home sales
2/22 10:00 ET Goon Jefferson
2/22 3:15 ET Goon Harker


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