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TFMR Podcast - Monday, September 25


The week begins with an option expiration-related smash during Comex hours. But it's going to be a long and interesting week and you know that old TFMR adage about the end of the week being more important than the start.

So let's dive right in. As mentioned this morning, I'm escorting the lovely MrsF back to Turdfork today so this podcast is being recorded and posted earlier than usual. We'll get back to the regular schedule tomorrow.

For today, we begin with another discussion of the current "discorrelation" of gold prices and real interest rates. There has been a lot...

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Key Economic Events Week of 12/4

12/4 10:00 ET Factory Orders
12/5 9:45 ET S&P Services PMI
12/5 10:00 ET ISM Services PMI
12/5 10:00 ET JOLTS
12/6 8:15 ET ADP jobs report
12/6 8:30 ET US Productivity
12/7 8:30 ET Initial jobless claims
12/7 10:00 ET Wholesale inventories
12/8 8:30 ET BLSBS
12/8 10:00 ET Prelim UMich Dec.

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