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TFMR Podcast - Thursday, December 12

51

It's pretty clear to me what's going on here so I hope I can make it clear to you, too. As such, please try to take some time to listen to today's podcast.

I have a short afternoon and an appointment with my acupuncturist. More details on that as we begin the podcast. From there, though, I think I've got a pretty good handle on what went on today and the rest of the show is devoted to an attempt at explaining my position.

As we go along, we refer to these four images:...

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Key Economic Events Week of 1/13

1/13 2:00 ET Monthly Treasury Statement
1/14 8:30 ET PPI and Core PPI
1/14 10:00 ET Goon Schmid
1/14 2:00 ET Beige Book
1/15 8:30 ET CPI and Core CPI
1/15 8:30 ET Empire Fed
1/15 9:00 ET Goon Barkin
1/15 11:00 ET Most-detested Goon Williams
1/15 12:00 ET Goon Ghoulsbee
1/16 8:30 ET Retail Sales
1/16 8:30 ET Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 ET Cap Ute & Ind Prod
1/17 4:00 ET NYSE Option Expiration

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