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TFMR Podcast - Wednesday, July 21

45

It was a quieter day as the "stock market" bounced back to now be green on the week. This led to a selloff in bonds and the POSX, which prompted a nice bounce in CDS. So the primary topic of today's podcast is whether or not this bounce can hold and, if it does, what levels should we watch into the weekly close.

For today, no real news other than these two tweets:

Moving back toward ATHs set at quarter end of June 30...just below $1T...and we are no longer at quarter end. https://t.co/...

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Key Economic Events Week of 8/2

8/2 9:45 ET Markit Manu PMI
8/2 10:00 ET ISM Manu PMI
8/3 10:00 ET Factory Orders
8/4 8:15 ET ADP Jobs report
8/4 9:45 ET Markit Service PMI
8/4 10:00 ET ISM Service PMI
8/6 8:30 ET BLSBS

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