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TFMR Podcast - Thursday, November 10

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Now safely back at Turdfork, let's get it on with a podcast that details the whys and hows of today's huge drop in the POSX that sparked massive rallies in nearly all "risk assets".

What a day...what a long day! MrsF and I left Kaua'i at 12:30 am CST last evening, flew overnight and, after a lengthy connection and flight change, finally arrived back at Turdfork 14 hours later. So if I seem a little scatterbrained today, please take it easy on me.

Again, though, it was a great day after the CPI forced a mental reset on The Fed's rate hike expectations. This led to a sharp...

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Key Economic Events Week of 11/28

11/28 12:00 ET Goon Bullard
11/28 12:00 ET Goon Williams
11/29 9:00 ET Case-Shiller home prices
11/29 10:00 ET Consumer Confidence
11/30 8:15 ET ADP jobs report
11/30 8:30 ET Q3 GDP 2nd guess
11/30 9:45 ET Chicago PMI
11/30 10:00 ET JOLTS
11/30 1:30 ET Chief Goon Powell
12/1 8:30 ET PCE and Core PCE
12/1 8:30 ET Consumer Inc and Spend
12/1 9:30 ET Goon Bowman
12/1 9:45 ET S&P Manu PMI
12/1 10:00 ET ISM Manu PMI
12/2 8:30 ET BLSBS

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