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TFMR Podcast - Saturday, March 26


It was a surprisingly good week so let's wrap it up with this summary podcast and then get ready for another very busy week to come.

And what made it a surprisingly good week? Consider that we exited last week getting our tails kicked and driven backward from above $2000 in Comex gold. This week then brought a massive dump in the bond market, a selloff in the TIP (higher real rates) and a rally in the POSX. Yet, both CDG and CDS were able to notch nice gains and print healthy green candles onto their respective weekly charts!

So we wrap up the week and...

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Key Economic Events Week of 5/16

5/16 8:30 ET Empire Fed Manu Idx
5/16 9:00 ET Goon Williams
5/17 8:00 ET Goon Bullard
5/17 8:30 ET Retail Sales
5/17 9:15 ET Cap Ute & Ind Prod
5/17 2:00 ET Chief Goon Powell
5/18 8:30 ET Housing Starts
5/19 8:30 ET Philly Fed
5/19 10:00 ET LEIII

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