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Thursday Conversation - Tom Luongo


Our old friend, Tom Luongo, stops by today to give us his perspective on life, liberty and the pursuit of happiness in 2023.

OK, it's more than that. Actually, Tom and I have a rollicking discussion of Fed policy, inflation and interest rates...what drives all of this and where things are headed from here. It's less an interview and more of a discussion between two friends with slightly differing viewpoints.

You're also going to want to check out Tom's website. The year 2023 is going to be very volatile and your "mainstream" sources have been proven to be unreliable and untrustworthy. To navigate the months ahead, you're going to need as many objective sources of information as you can find and Tom's site is just that. He's honest, he's forthright and he's objective....all qualities that are in short supply these days.

You're going to want to give this podcast a thorough listen.


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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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