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TFMR Podcast - Wednesday, February 1

78

Well, that was quite a day. The economic data was terrible...as we've been predicting it would be. Powell was considered to be "dovish"...as we've been predicting he would be. And now, CDG and CDS are rallying...as we've been predicting they would be.

Look, if you took the time to read this year's macrocast, then you'll quickly realize that already the year 2023 is playing out in the manner we forecast a month ago. There will still be fits and starts and neither CDG nor CDS will move up in a straight line all year. However, Jerry will soon be faced with a choice of saving face or...

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Key Economic Events Week of 11/27

11/27 10:00 ET New Home Sales
11/28 9:00 ET Case-Shiller home prices
11/28 10:00 ET Consumer Confidence
11/28 10:00 ET Goon Waller
11/28 10:00 ET Goon Ghoulsbee
11/28 10:45 ET Goon Bowman
11/29 8:30 ET Q3 GDP second guess
11/29 1:45 ET Goon Mester
11/29 2:00 ET Beige Book
11/30 8:30 ET PCE and Core PCE
11/30 8:30 ET Personal Inc and Spend
11/30 9:05 ET Goon Williams
11/30 9:45 ET Chicago PMI
12/1 9:45 ET S&P Manu PMI
12/1 10:00 ET ISM Manu PMI
12/1 10:00 ET Goon Ghoulsbee
12/1 11:00 ET Chief Goon Powell

Forum Discussion

by Wade Case, Nov 29, 2023 - 4:31pm
by argentus maximus, Nov 29, 2023 - 9:15am
by Wade Case, Nov 28, 2023 - 9:57am
by Wade Case, Nov 28, 2023 - 7:25am
by DragonFly, Nov 22, 2023 - 12:01pm
by Wade Case, Nov 20, 2023 - 9:49pm