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TFMR Podcast - Wednesday, September 15


It was such an average, boring day that you might that it was challenging to come up with something to discuss. But no, it wasn't. There's still plenty of material to fill a podcast.

Ahead of next week, the focus continue to be the price inflation that is most definitely NOT transitory. To that end, today's discussion includes a reference to these two tweets:

Rents in the US are up 14% year-to-date through August.

At next week's meeting the Fed will tell you there's no inflation and that they need to hold...

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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