TFMR Podcast - Friday, September 6

105

What a crazy day this was. A horrible BLSBS. Truly horrible. All part-time jobs and no jobs for any native-born US citizens. Terrible. But that wasn't what drove the markets today. Instead, it was the growing realization (finally) that Jerry isn't (and never was) going to start his cuts with a full 50 basis points at the September FOMC.

And again, as we've been saying for about the past month, the sooner "the markets" get this 50 basis point notion out of their collective heads, the better. Maybe...finally...today...it's finally over.

We discuss all of this today and...

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Key Economic Events Week of 10/7

10/7 1:00 ET Goon Bowman leads off
10/7 1:50 ET Goon Kash-n-kari
10/7 3:00 ET Consumer Credit
10/8 8:30 ET US trade deficit
10/8 12:45 ET Goon Bostic
10/9 9:15 ET Goon Logan
10/9 10:00 ET Wholesale Inventories
10/9 12:30 ET Goon Jefferson
10/9 12:45 ET Goon Bostic again
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET CPI and Core CPI
10/10 9:15 ET Goon Cook
10/10 10:30 ET Goon Barkin
10/10 11:00 ET Goon Williams
10/11 8:30 ET PPI and Core PPI
10/11 10:00 ET Prelim UMich
10/11 10:45 ET Goon Logan
10/11 1:10 ET Goon Bowman wraps up