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Thursday Conversation - Steph Pomboy

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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.

TF

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Key Economic Events Week of 7/22

7/23 10:00 ET Existing Home Sales
7/24 9:45 ET S&P July flash PMIs
7/24 10:00 ET New Home Sales
7/25 8:30 ET Q2 GDP first guess
7/25 8:30 ET Durable Goods
7/25 1:30 ET Comex option expiry
7/26 8:30 ET PCE and Core PCE
7/26 8:30 ET Personal Inc and Spend

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