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TFMR Podcast - Wednesday, March 20

71

Jerry and his Fedlines have come and gone and, frankly, they couldn't have gone much better for us. Not hawkish enough to slam price and not dovish enough to spark a crazy rally. Instead, just right for a full reversal in the POSX, a jump toward $2200 in CDG and a new closing high (for this move) in CDS.

What were Jerry's primary points?

  • Slowdown in reduction on balance sheet (bullish)
  • No more rate hikes expected (bullish)
  • Still expecting three rate cuts in 2024 (bullish)
  • Rate cut necessary as soon as BLSBS rolls over (bullish)
  • ...

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Key Economic Events Week of 4/8

4/8 1:00 ET Goon Ghoulsbee
4/10 8:30 ET CPI and Core CPI
4/10 8:45 ET Goon Bowman
4/10 12:45 ET Goon Ghoulsbee again
4/10 2:00 ET March FOMC minutes
4/11 8:30 ET PPI and Core PPI
4/11 8:45 ET Goon Bowman again
4/11 12:00 ET Goon Collins
4/11 12:45 ET Goon Ghoulsbee again
4/11 1:30 ET Goon Bostic
4/12 8:30 ET Import Prices
4/12 10:00 ET Prelim UMich
4/12 2:30 ET Goon Bostic again
4/12 3:30 ET Goon Daly

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