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TFMR "Podcast" - Wednesday, June 1


A new month begins and the Comex metals actually rallied a little despite further losses in stonks and bonds. The POSX was up nearly a full point, too. So what will June bring? More of the same, I suppose, but that does not impact the expected gains discussed in the macrocast we posted back in January.

The U.S. economy is now clearly grinding to a halt...and The Fed has barely even begun to hike the fed funds rate. Where will we be three months from now? Well, the signs are there and we discuss them again today as we ask you to inspect and read these links and screenshots:...

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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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