Distaste of The Union

CGP's speech tonight will be far more important.

33
Wed, Feb 6, 2019 - 9:02am

Now that Trump's meaningless SOTU address is behind us, we can begin to focus upon much more important speeches that are coming in the hours ahead.

First, this evening brings Chief Goon Powell with a speech in Virginia at 7:00 pm EST. Tomorrow morning brings his right hand man, Goon Chlamydia, at 9:30 am EST. So, you'll have your two head honchos within 15 hours of each other and THAT will be FAR more impactful to price as we close the week than anything Trump muttered last evening.

As I type, I'm awaiting today's datapoints of Unit Labor Costs and Productivity...at...

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Key Economic Events Week of 2/11

2/12 12:45 ET GCP speaks
2/13 8:30 ET CPI and three Goon speeches
2/14 8:30 ET Retail Sales (December)
2/14 8:30 ET PPI
2/15 8:30 ET Import Price Index
2/15 9:15 ET Cap. Util. & Ind. Prod.

Key Economic Events Week of 2/4

2/5 8:30 ET Trade Balance
2/5 9:45 ET Service PMIs
2/5 9:00 pm ET Trump SOTU
2/6 8:30 ET Productivity and Unit Labor Costs
2/6 7:00 pm ET CGP speech
2/7 9:30 ET Goon Clarida speech
2/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 1/28

1/29 10:00 ET Consumer Confidence
1/30 8:30 ET Q4 GDP first guess
1/30 2:00 ET FOMC fedlines
1/30 2:30 ET CGP presser
1/31 8:30 ET Personal Inc, Cons. Spending and Core Inflation
1/31 9:45 ET Chicago PMI
2/1 8:30 ET BLSBS
2/1 9:45 ET Markit Manu PMI
2/1 10:00 ET ISM Manu Index
2/1 10:00 ET Construction Spending

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