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TFMR Podcast - Friday, July 29

179

Well, what a week that was. It began poorly and with some historic lows in Newmont. But it ended well after the first hints of Fed reversal and pivot. What will next week bring and what did the latest CoTs reveal? Come on in and let's talk about it.

For today, there's a lot to discuss and summarize here at the end of the month. And, frankly, I could record an entire podcast on the extreme bullishness of the latest CoTs. So let's just dive right in and review the charts below:...

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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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