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TFMR Podcast - Wednesday, February 12

53

Stagflation is the word of the day today after a much hotter-than-expected CPI report reminded us that stagflation was always the expected outcome, we just have to wait for it to appear. Here we are?

So for today, let's expand on that idea and what the consequences might be for commodities, stonks, gold, silver and the mining shares. Let's also touch on a few other themes that dominated this year's macrocast.

To that end, these seven images:...

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Key Economic Events Week of 3/24

3/24 9:45 ET S&P flash PMIs for March
3/24 1:45 ET Goon Bostic
3/25 8:40 ET Goon Kugler
3/25 9:00 ET Case-Shiller home prices
3/25 10:00 ET Consumer Confidence
3/25 10:00 ET New Home Sales
3/26 8:30 ET Durable Goods
3/26 10:00 ET Goon Kashnkari
3/26 1:10 ET Goon Musalem
3/26 1:30 ET April Comex option expiry
3/27 8:30 ET Q4 GDP final guess
3/27 10:00 ET Pending Home Sales
3/28 8:30 ET PCE and Core PCE
3/28 8:30 ET Personal Inc and Spend
3/29 10:00 ET Final UMich March
3/29 1:30 ET Apr25 gold off the board

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