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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 3/27

3/28 9:00 ET Case-Shiller home prices
3/28 10:00 ET Consumer Confidence
3/28 10:00 ET Vice Goon Barr on banks
3/29 10:00 ET Vice Goon Barr on banks
3/30 8:30 ET Q4 GDP second guess
3/30 12:45 ET Goon Collins
3/30 3:45 ET Mother
3/31 8:30 ET PCE and Core PCE
3/31 8:30 ET Personal Inc and Spend
3/31 3:00 ET Goon Williams

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