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TFMR Podcast - Friday, December 17


It was a frustrating Friday as seemingly every single uptick in the POSX led to two downticks in CDG and CDS. However, if I'd told you last Friday that we'd successfully navigate this FOMC week with a 1+% gain in CDG and 2+% gain in CDS, I think you'd have taken it.

So let's wrap up this week with a focus upon the good and not the bad, the hopeful and not the hopeless. It's the holiday season, after all, and we should be festive and thankful.

To that end, a general discussion that summarizes the week as well as a reference to this terrific podcast with Dr Hennigh that...

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Key Economic Events Week of 8/8

8/8 11:00 ET NY Fed Inflation Exp.
8/9 8:30 ET Unit Labor Costs
8/10 8:30 ET CPI
8/11 8:30 ET PPI
8/12 8:30 ET Import Price Index
8/13 10:00 ET UMich Consumer Sentiment
8/13 10:00 ET UMich Inflation Exp.

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