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Thursday Conversation - Steph Pomboy


Ahead of Jerry's Jackson Hole speech tomorrow, I thought it would be fun to get some perspective from Steph Pomboy. Steph is a realist with a solid grasp on how the U.S. economy is handling all of The Fed's rate hikes over the past 18 months. Ahead of the MOPE and SPIN that you'll get from the financial media tomorrow, you should be sure to listen to this podcast today.

It has been a pleasure to get to know Steph over the past few months and I greatly appreciate her willingness to share her insights with all of us at TFMR. Since the year began, I've been begging you to find as many independent and objective voices as possible and Steph certainly fits those categories. You can keep in touch with her two ways:

For today, Steph and I focus on three primary topics with lots of additional context in between:

  • the true current state of the U.S. economy
  • what to expect from Jerry on Friday
  • the path forward from here as The End of The Great Keynesian Experiment approaches

Many thanks to Steph for so generously sharing her time with us. I hope she's able to come back soon and provide us with further updates.


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Key Economic Events Week of 12/11

12/12 8:30 ET CPI and Core CPI
12/12 2:00 ET US federal budget
12/13 8:30 ET PPI and Core PPI
12/13 2:00 ET FOMC Fedlines
12/13 2:30 ET Jerry's presser
12/14 8:30 ET Retail Sales
12/14 10:00 ET Business Inventories
12/15 8:30 ET Empire Fed
12/15 9:15 ET Cap Ute and Ind Prod

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