Trump Tuesday

It's all Trump, all day long on this Fat Tuesday. From the overnight imposition of tariffs to this evening's "Address To Congress", Trump and his policies are going to dominate the news flow today and into tomorrow.

Let's start with the tariffs. As discussed in last night's podcast, they kicked in overnight and now the next retaliatory steps are pending. Where does this lead from here? No one knows. We'll just have to wait to see but the economic impact should exacerbate the early stages of the recession.

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Key Economic Events Week of 3/17

3/17 8:30 ET Retail Sales
3/17 8:30 ET Empire Fed
3/17 10:00 ET Wholesale Inventories
3/18 8:30 ET Housing Starts
3/18 9:15 ET Cap Ute & Ind Prod
3/19 2:00 ET FOMC Fedlines & SEP
3/19 2:30 ET Jerry's presser
3/20 8:30 ET Philly Fed
3/20 10:00 ET Home Sales
3/20 10:00 ET LEIII
3/21 4:00 ET NYSE option expiry

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