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TFMR Podcast - Thursday, January 25

26

It has been a long and crazy day. Thank you for your patience and understanding in my absence.

For today, we'll take some time and I'll bring you up-to-speed on the events of the past 20 hours or so. We're all doing OK and faith will get us through but nothing can ever prepare you for the suddenness of the events when they occur.

And just these five charts. Why did gold rise today when the POSX was up? Another jump back higher in rate cut expectations. What a stunner....

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Key Economic Events Week of 2/26

2/26 10:00 ET New home sales
2/27 8:30 ET Durable Goods
2/27 9:00 ET Case-Shiller home prices
2/27 10:00 ET Consumer Confidence
2/28 8:30 ET Q4 GDP 2nd guess
2/28 12:00 ET Goon Bostic
2/29 8:30 ET PCE and Core PCE
2/29 9:45 ET Chicago PMI
2/29 10:00 ET Pending home sales
2/29 10:50 ET Goon Bostic again
2/29 11:00 ET Goon Ghoulsbee
2/29 1:15 ET Goon Mester
3/1 9:45 ET S&P Manu PMI
3/1 10:00 ET ISM Manu PMI
3/1 10:00 ET Construction spending
3/1 10:15 ET Goon Logan
3/1 10:15 Goon Waller
3/1 12:15 ET Goon Bostic AGAIN
3/1 1:30 ET Goon Daly

Forum Discussion

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