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TFMR Podcast - Wednesday, June 26

46

The weakening yen angle messed with the Comex PMs all day as bond yields rose...which led to a higher POSX...which led to The Machines dumping both CDG and CDS.

But tomorrow is another day and it promises to be interesting as we are on Yentervention Watch and anticipating the end of the month and quarter. For today's podcast, just a summary of all this and then a discussion of some of the worrisome geopolitical developments....

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Key Economic Events Week of 7/8

7/8 3:00 ET Consumer Credit
7/9 10:00 ET Jerry Hump-Hawk Day 1
7/9 1:30 ET Goon Bowman
7/10 10:00 ET Wholesale Inventories
7/10 10:00 ET Jerry Hump-Hawk Day 2
7/11 8:30 ET CPI and Core CPI
7/11 10:30 ET Goon Bostic
7/11 1:00 ET Goon Musalem
7/11 2:00 ET Federal budget deficit
7/12 8:30 ET PPI and Core PPI
7/12 10:00 ET Prelim UMich

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