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 12/2

12/2 9:45 ET S&P Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/3 10:00 ET JOLTS
12/4 8:15 ET ADP jobs report
12/4 9:45 ET S&P Services PMI
12/4 10:00 ET ISM Services PMI
12/4 10:00 ET Factory Orders
12/4 2:00 ET Beige Book
12/5 8:30 ET Jobless Claims
12/6 8:30 ET BLSBS
12/6 10:00 ET Dec Prelim UMich
12/6 10:30 ET Goon Ghoulsbee

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