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TFMR Podcast - Monday, March 28


It was a very busy start to what will be a volatile and challenging week so come on in and have a listen to your daily podcast summary.

For today, we try to make some sense of all the we saw...from soaring stonks to smashing Comex gold. The yield curve is now flat and very nearly inverted as stonks focus on rate cuts to come while CDG gets smashed on rate hikes to come. It's maddening.

We try to make sense of it all and then discuss these links:

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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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