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TFMR Podcast - Tuesday, January 18


What a wild way to start the week! The bond market sold off sharply and stonks tanked. The POSX soared and yet, commodities rallied with crude oil and Comex silver both up 2.6%. What the heck is going on here?

While it's hard to say for certain, what appears to be going on is a trend toward some of the items we discussed in this year's macrocast.

  • Bonds selling off and higher yields driving a Fed "policy error"
  • Tanking stonks leading The Fed to abandon rate hikes
  • China easing and pushing a spike in their credit impulse


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Key Economic Events Week of 6/27

6/27 8:30 ET Durable Goods
6/27 1:25 ET Jul22 Silver option expiry
6/27 10:00 ET Pending home sales
6/28 10:00 ET Consumer Confidence
6/28 10:00 ET Richmond Fed
6/28 12:30 ET Goon Daly
6/29 8:30 ET Q1 GDP final guess
6/29 9:00 ET Chief Goon Powell
6/29 11:30 ET Goon Mester
6/29 1:00 ET Goon Bullard
6/29 1:25 ET Jul22 Silver off board
6/30 8:30 ET PCE and Core PCE
6/30 8:30 ET Pers Inc and Cons Spend
6/30 9:45 ET Chicago PMI
7/1 9:45 ET S&P Manu PMI
7/1 10:00 ET ISM Manu PMI

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