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TFMR Podcast - Thursday, June 3


The pullback that we've been expecting arrived today and, instead of last for a few days, it lasted just a few hours. Tomorrow brings the latest BLSBS, of course, but after today's events, the worst of the move may already be behind us.

Again, the key event tomorrow will be the BLSBS at 8:30 ET. After last month's massive miss, will there be an upside surprise this month? The ADP data today certainly suggested so. However, how much of that surprise is already factored in? Could, instead, the BLSBS disappoint again? And, if it does, how might the Comex metals and mining shares...

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Key Economic Events Week of 6/21

6/21 9:45 ET Goons Bullard and Kaplan
6/22 2:00 ET CGP on Capitol Hill
6/23 9:45 ET Markit flash PMIs for June
6/24 9:30 ET Durable Goods
6/24 9:30 ET Q1 GDP final guess
6/24 9:30 ET Goons Bostic and Harker
6/24 11:00 ET Goon Williams
6/24 1:00 ET Goon Bullard again
6/25 8:30 ET Personal Inc and Spending
6/25 8:30 ET Core PCE
6/25 10:00 ET UMich Consumer Sentiment

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