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TFMR Podcast - Monday, May 3


It was a great start to the week but you know the old TFMR adage. So let's keep going and see where the road takes us.

For today, there was no real news outside of what we discussed this morning. I sat through 45 minutes of drivel from Chief Goon Powell where he once again managed to say a lot of words but very little of anything meaningful.

So now we head into tomorrow with more data and a few more Fed Goons. Where will we head from here? Today was the best day for CDS since February 1 but will tomorrow bring another smash reminiscent of February 2? We'll of course...

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Key Economic Events Week of 8/15

8/15 8:30 ET Empire Fed Manu Idx
8/15 10:50 ET Goon Waller
8/16 8:30 ET Housing Starts
8/16 9:15 ET Cap Ute and Ind Prod
8/17 8:30 ET Retail Sales
8/17 9:30 ET Goon Bowman
8/17 2:00 ET July FOMC minutes
8/18 8:30 ET Philly Fed Manu Idx
8/18 10:00 ET LEIII
8/18 1:20 ET Goon George
8/18 1:45 ET Goon Kashnkari
8/19 9:00 ET Goon Barkin

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