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TFMR Podcast - Tuesday, December 20


With only five days left until Christmas, it had seemed that the remainder of the week would by calm and bright. Nope. Instead, Krazy Kuroda dropped a neutron bomb on the markets earlier today and, though the initial reaction in stonks has been muted, the rest of the week will now require some strict attention.

So we try to summarize all of this today. What does it mean and how will it impact the markets, if at all? I still think there's equity downside to come on this news, it just didn't arrive today? Tomorrow or later this week? That's the question.

So, for today,...

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Key Economic Events Week of 9/25

9/26 8:30 ET New Home Sales
9/26 9:00 ET Case-Shiller home prices
9/26 10:00 ET Consumer Confidence
9/26 1:30 ET Goon Bowman
9/27 8:30 ET Durable Goods
9/28 8:30 ET Q2 GDP final guess
9/28 1:00 ET Goon Cook
9/28 4:00 ET Chief Goon Powell
9/29 8:30 ET PCE and Core PCE
9/29 8:30 ET Personal Inc and Spend
9/29 10:00 ET UMich sentiment

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