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TFMR Podcast - Saturday, August 7


The first half of the week was just fine and dandy. The second half of the week was awful and terrible. And it's the second half that has me concerned for our mental wellbeing going forward.

So today we take a cold, hard look at sentiment and the charts. We are entering into a period where we must watch price closely and understand whatever clues it is leaving us as to where it may head from here. The QE taper period of 2013-2014 stands as a stark warning and it's not something I want to see us repeat. But, as you know, anything is possible so we must remain alert and cognizant...

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Key Economic Events Week of 10/18

10/18 9:15 ET Cap Ute and Ind Prod
10/19 8:30 ET Housing Starts
10/19 3:00 ET Goon Waller
10/20 1:00 ET Goon Quarles
10/20 2:00 ET Fed Beige Book
10/21 8:30 ET Philly Fed
10/21 10:00 ET LEIII
10/22 9:45 ET October Flash PMIs