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TFMR Podcast - Thursday, May 5


I don't even know what to say...but I managed to fill up 21 minutes, regardless.

At least it's Cinco de Mayo so, if you feel like it, no one is going to look at you sideways if you go out and get stinking drunk. And who could blame you? This is madness. Absolutely crazy.

So we'll try to take stock of where we are and... though I've never been more certain of where we're headed in the long term ...we'll try to guess at where we might go tomorrow.

Given that tomorrow morning brings both the BLSBS and a Goon's first crack at reshaping Powell's Wednesday remarks,...

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Key Economic Events Week of 8/15

8/15 8:30 ET Empire Fed Manu Idx
8/15 10:50 ET Goon Waller
8/16 8:30 ET Housing Starts
8/16 9:15 ET Cap Ute and Ind Prod
8/17 8:30 ET Retail Sales
8/17 9:30 ET Goon Bowman
8/17 2:00 ET July FOMC minutes
8/18 8:30 ET Philly Fed Manu Idx
8/18 10:00 ET LEIII
8/18 1:20 ET Goon George
8/18 1:45 ET Goon Kashnkari
8/19 9:00 ET Goon Barkin

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