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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 7/15

7/15 8:30 ET Empire Fed
7/15 12:00 ET Chief Goon Powell
7/16 8:30 ET Retail Sales
7/16 8:30 ET Import Price Index
7/16 10:00 ET Business Inventories
7/17 8:30 ET Housing Starts
7/17 9:00 ET Goon Barkin
7/17 9:15 ET Cap Ute & Ind Prod
7/17 9:35 ET Goon Waller
7/17 2:00 ET Beige Book
7/18 8:30 ET Philly Fed
7/18 10:00 ET LEIII
7/18 1:45 ET Goon Logan
7/19 10:40 ET Goon Williams
7/19 1:00 ET Goon Bostic

Forum Discussion

by argentus maximus, Jul 15, 2024 - 8:39pm
by 1980build, Jul 12, 2024 - 9:07am
by Wise-in-the-Ways-of-Science, Jul 9, 2024 - 3:57pm