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TFMR Podcast - Monday, February 5


Given the significant moves in bonds and the POSX over the past two days, it's actually quite remarkable that CDG has only fallen $30. Further, given the incredible moves in the POSX and rate cut expectations over the past month, it's even more remarkable that CDG has only fallen by that same $30.

So, anyway, I'm not trying to blow smoke up your rear end. Silver and the mining shares have stunk on ice thus far in 2024 with no end in sight. But the gold price keeps hanging in there above $2000 and, by doing so, lends some hope that this current cycle of pain won't persist...

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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

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