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TFMR Podcast - Tuesday, October 11


Things began to get more interesting today with the first initial recognition by a Fed official that inflation may not be so "transitory". And what have we always warned about the market reaction once this reality finally takes hold? The move will be gradual and then all at once.

So for today, a general discussion that includes these four links. Please scroll through all of them:

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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

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