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TFMR Podcast - Tuesday, May 10


We are now very close to making the lows of 2022...though it's not like we should get any bonus points for stating the obvious. But we did warn in this year's macrocast that the lows for 2022 would come during the first third of the year and, since we're only going to be off by a few days, I think we'll end up calling that prediction a success.

So please take some time to listen to today's podcast. I know that you are busy aren't likely to listen every day but, ahead of tomorrow's CPI, we need to all be on the same page in terms of price and how/when this beatdown finally ends...

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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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