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TFMR Podcast - Thursday, January 4


After yesterday's debacle, the Comex precious metals stabilized a bit today as rate cut expectations were unchanged ahead of tomorrow's BLSBS. So I hope you enjoyed the relative calm because Friday will be anything but calm.

Again, everything you've observed thus far in 2024 is due to a shift in rate cut expectations for later this year. Following the December FOMC, the markets got WAY too far ahead of themselves in considering the possibility of as many as EIGHT rate cuts (200 basis points!) in 2024. This expectation needed a "correction" and that's what we've seen over the past...

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Key Economic Events Week of 6/24

6/24 8:30 ET Goon Ghoulsbee
6/24 2:00 ET Goon Daly
6/25 7:00 ET Goon Bowman
6/25 9:00 ET Case-Shiller home prices
6/25 10:00 ET Consumer Confidence
6/25 12:00 ET Goon Cook
6/25 1:30 ET Comex option expirations
6/26 10:00 ET New home sales
6/27 8:30 ET Q1 GDP final guess
6/27 8:30 ET Durable Goods
6/28 8:30 ET PCE and Core PCE
6/28 8:30 ET Personal Inc and Spend
6/28 9:45 ET Chicago PMI
6/28 10:00 ET UMich final
6/28 12:00 ET Goon Bowman again

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