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TFMR Podcast - Wednesday, October 18

33

It was a volatile day in the Comex PMs and miners as higher interest rates sent shockwaves across all markets, including the regular old stonk market. So what happens next? What happens if/when bonds puke again and the 10-year note yield goes over 5%? We're likely to soon find out.

For today, a recap but also a warning to keep an eye on things tomorrow. Not only is there a war to monitor but there will be some interesting data in the morning and then an interview and discussion with Jerry that begins at Noon ET. As such, expect the volatility to continue.

The big driver...

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Key Economic Events Week of 9/30

9/30 8:50 ET Goon Bowman
9/30 9:45 ET Chicago PMI
9/30 1:55 ET Chief Goon Powell
10/1 9:45 ET S&P Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET JOLTS
10/1 11:10 ET Goon Cook
10/2 8:15 ET ADP jobs report
10/2 11:00 ET Goon Bowman
10/2 12:15 ET Goon Barkin
10/3 9:45 ET S&P services PMI
10/3 10:00 ET ISM services PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS

Forum Discussion

by punter75, Jul 31, 2024 - 11:45am
by argentus maximus, Jul 15, 2024 - 8:39pm
by 1980build, Jul 12, 2024 - 9:07am
randomness