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TFMR Podcast - Thursday, February 1


In the wake of Jerry's "a March rate cut is not the base case" fiasco yesterday, we were unsure of how the Comex PMs would respond today. As fate would have it, other actions by The Fed over the past week have served to reignite the regional bank and CRE crisis, and this has led to another surge in optimism over rate cuts as soon as March. Seriously. You can't make this stuff up.

If anything, all of this serves as great fodder for a podcast discussion and we try to dissect things as thoroughly as possible today. But does that really matter much when tomorrow trade will be...

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Key Economic Events Week of 2/19

2/20 10:00 ET LEIII
2/21 8:00 ET Goon Bostic
2/21 1:00 ET Goon Bowman
2/21 2:00 ET January FOMC minutes
2/22 9:45 ET S&P flash PMIs February
2/22 10:00 ET Home sales
2/22 10:00 ET Goon Jefferson
2/22 3:15 ET Goon Harker