TFMR Podcast #2 - Gonzalo Lira

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In what will become a regular, bi-weekly segment, I proudly give you podcast #2. This week's guest is Gonzalo Lira. Many of you are familiar with Gonzalo's work but, for those of you that aren't, this hour-long discussion will be a real eye-opener. This was recorded on Wednesday, before the late-week carnage and, frankly, I don't recall if we spent much time discussing "Operation Twist". No matter. The discussion is more about where we go from here and the important work that Gonzalo does at his sites, https://www.liraspg.com and https://gonzalolira.blogspot.com Enjoy.

p.s. I was able to fix the feedback problem but we did experience a little audio trouble this week. I should have anticipated a little audio lag in the connection between Gonzalo in Chile and my location in Anytown, USA. Oops. Not too big of a problem but occasionally noticeable and for that I apologize. TF

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Key Economic Events Week of 4/6

4/8 2:00 ET March FOMC minutes
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Key Economic Events Week of 3/30

3/31 9:45 ET Chicago PMI
4/1 8:15 ET ADP Employment
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Key Economic Events Week of 3/23

3/24 9:45 ET Markit flash PMIs
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Key Economic Events Week of 3/9

(as if these actually matter)
3/11 8:30 ET CPI
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3/12 8:30 ET PPI
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Key Economic Events Week of 3/2

3/2 9:45 ET Markit Manu PMI
3/2 10:00 ET ISM Manu PMI
3/2 10:00 ET Construction Spending
3/4 8:15 ET ADP employment
3/4 9:45 ET Markit Service PMI
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3/5 8:30 ET Productivity & Unit Labor Costs
3/5 10:00 ET Factory Orders
3/6 8:30 ET BLSBS
3/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 2/24

2/25 9:00 ET Case-Shiller home prices
2/26 10:00 ET New home sales
2/27 8:30 ET Q4 GDP second guess
2/27 8:30 ET Durable Goods
2/27 11:30 ET Goon Evans speech
2/28 8:30 ET Pers Income and Spending
2/28 8:30 ET Core Inflation
2/28 9:45 ET Chicago PMI

Key Economic Events Week of 2/17

2/18 8:30 ET Empire St Manu Idx
2/19 8:30 ET Producer Price Idx
2/19 8:30 ET Housing Starts & Bldg Perms
2/19 2:00 ET January FOMC minutes
2/20 8:30 ET Philly Fed
2/21 Fed Goons all day at Chicago Conf.
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Key Economic Events Week of 2/10

2/11 10:00 ET Job Openings
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2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
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Key Economic Events Week of 2/3

2/4 10:00 ET Factory Orders
2/5 8:15 ET ADP Employment
2/5 9:45 ET Markit Service PMI
2/5 10:00 ET ISM Service PMI
2/6 8:30 ET Productivity & Unit Labor Costs
2/7 8:30 ET BLSBS
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Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
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1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
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2/2 10:00 pm ET Chiefs win SB LIV

randomness