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TFMR Podcast - Wednesday, November 30

56

The month of November comes to an end and, boy oh boy, did we have a day. All kinds of lousy data and some comments from Jerry led to a steep drop in the POSX and sharp rallies in CDG and CDS. Tomorrow will bring even more data so buckle in for more volatility.

For today, I knew it was going to be difficult to sum everything up in under twenty minutes but I gave it my best shot. We begin with a summary of the day's events and a mention of these two links:

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Key Economic Events Week of 1/30

1/31 8:30 ET Employment Costs
1/31 9:00 ET Case-Shiller Home Prices
1/31 10:00 ET Consumer Confidence
2/1 8:15 ET ADP jobs report
2/1 9:45 ET S&P Manu PMI
2/1 10:00 ET ISM Manu PMI
2/1 10:00 ET JOLTS
2/1 2:00 ET FOMC Fedlines
2/1 2:30 ET Chief Goon Powell
2/2 8:15 ET ECB rate decision
2/2 8:30 ET Productivity & Labor Costs
2/2 10:00 ET Factory Orders
2/3 8:30 ET BLSBS
2/3 9:45 ET S&P Services PMI
2/3 10:00 ET ISM Services PMI

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