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Thursday Conversation - Tom Luongo

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An old friend of TFMR, Tom Luongo, stops by today for this week's Thursday Conversation. Tom first visited with us back in May and the response was so positive that I was under orders to get him back here on a regular basis...so here he is.

If you're not familiar with Tom and his website, you should be. Tom does a great job analyzing current events, connecting the dots and then making forecasts. More information about Tom and his services can be found in the brief video below.

For today's discussion, Tom and I primarily focus on three main topics:

  1. Current global financial and geo-political events as Tom wrote here: https://tomluongo.me/2021/10/18/there-is-no-getting-off-europe-elevator-...
  2. Will Powell be re-appointed as Fed Head and is he currently making a "policy mistake"?
  3. The long, cold, hard and deadly winter ahead for the EU countries.

But Tom adds a whole lot more in between so you'll need to listen closely.

Many thanks to Tom for so generously sharing his time for this podcast. I look forward to visiting with him again sometime soon.

TF

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Key Economic Events Week of 11/22

11/23 9:45 ET Markit Nov Flash PMIs
11/24 8:30 ET Q3 GDP 2nd guess
11/24 8:30 ET Durable Goods
11/24 10:00 ET Personal Inc and Spend
11/24 10:00 ET Core Inflation
11/24 10:00 ET UMich Consumer Sentiment
11/24 10:00 ET Five-year Inflation Exp.
11/24 2:00 ET November FOMC minutes

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