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TFMR Podcast - Thursday, January 31

This is a free public podcast. Given the circumstances, you should take time to listen.

47

It was a decent day as a follow-up to the fireworks of yesterday. And now we await the BLSBS tomorrow, aware of the fact that we've had a pretty nice 5-day run and we may be due for a brief pullback.

But for today, we simply assess where we've been, where we are and where we're heading. As to the latter, the biggest signal of future Fed policy is coming from the bond market, so that's where we begin the discussion today.

Though we don't want to overlook the importance of the POSX:

We check the updated charts of both CDG and CDS:

And we close with another check on the mining shares.

Thanks for listening and be ready for a very interesting end to the week tomorrow.

TF

p.s. Due to the circumstances, I thought we'd make this a public podcast as an example of what we do here every day. Membership at TFMR is just $12/month or 40¢/day and a subscription in 2019 has never been more valuable. Therefore and for a limited time, all new subscribers have an opportunity to receive half off their first month subscription. Simply visit this page: www.tfmetalsreport.com/subscribe and then enter the coupon code MAXOUT2019 at checkout. Now's the time to join us at TFMR. 2019 and 2020 are going to be terrific years for precious metal investors. Don't miss out on the fun!

  47 Comments

Blackwatersailor
Feb 1, 2019 - 2:01am

When the Real Powers step in

First read this.

https://www.zerohedge.com/news/2019-01-30/important-wrinkle-chinese-bank...

What you just read is the real powers forcing the hand of the Chinese. If the Chinese have enough gold this will force them to link their money to a commodity to save their dollar. I say this because this action is going to force a run on the Chinese economy. This is shit hit the fan and the very real possibility of ending in WW3. What is that saying " Bank/Trade wars end in hot wars". If the Chinese aren't able to stabilize liquidity. They will smash the playing board. Period. What actions do you think they will take to protect themselves? Personally I don't think their going to bend a knee to the west. Loss of too much Face and they have hard memories of the last Asian crisis.

I have a real bad feeling on this. I thought this wouldn't play out until spring at least. Someone is moving timelines up and not for good results for us peons.

Thomas More
Feb 1, 2019 - 4:14am
cashonlyLibero
Feb 1, 2019 - 5:53am
Thomas More
Feb 1, 2019 - 5:58am

for a summation of the news

it is very hard to beat Greg Hunter. I have placed the start point 15 minutes into his weekly wrap-up.

As an aside - you can see at almost 6am EST, Gold is doing very fine thank you, and SP futures less so. Every day your US tax dollars go into inversing those trends - EVERY DAY. Are you a nation of couch potatoes?

Greg Hunter - Weekly News Wrap-Up 2.1.19
Blythesshrink
Feb 1, 2019 - 7:54am

https://www.treasury.gov

https://www.treasury.gov/resource-center/data-chart-center/interest-rate...

1 year has a higher yield than anything out to 7 years. Full inversion is maybe less than a month away now.

fluxplusmatt_
Feb 1, 2019 - 8:28am

Matt

Are you running Linux on your box?

RW
Feb 1, 2019 - 8:39am

BLSBS

300,000,

Total bullshit, December revised down by 100,000. You cannot trust any of these numbers the Govt. publishes...keep stacking folks!

Mickey
Feb 1, 2019 - 8:52am

timing

today is 2/1/19 and the January report comes out--anybody thinking a lot of guesstimates were made in this report?

remup181
Feb 1, 2019 - 9:11am

amazing

312,000...oops revised down 90,000 for December

lets double down

304,000 oops revised down xxx,xxx for January

well lets enjoy the superbowl cause there is no manipulation there....hahahahahaha

brolgaboy
Feb 1, 2019 - 9:23am

I was just playing along

It's all good. Just like the "robust" jobs report! The BLSBS laid bare for all to see today. How far down with this number be revised?

And it appears that everyone is catching on to the scam...given the reaction. Also not the worst wage growth since Oct 2017.

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Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts & Bldg Perms
11/20 2:00 ET October FOMC minutes
11/21 8:30 ET Philly Fed
11/21 10:00 ET Existing Home Sales
11/22 9:45 ET Markit November Flash PMIs

Key Economic Events Week of 11/11

11/12 Three Fed Goon speeches
11/13 8:30 ET CPI
11/13 11:00 ET CGP on Capitol Hill
11/14 8:30 ET PPI
11/14 Four Fed Goon speeches
11/14 10:00 ET CGP on Capitol Hill
11/15 8:30 ET Retail Sales
11/15 8:30 ET Empire State Manu Index
11/15 9:15 ET Cap Ute and Ind Prod
11/15 10:00 ET Business Inventories

Key Economic Events Week of 11/4

11/4 10:00 ET Factory Orders
11/5 9:45 ET Markit Services PMI
11/5 10:00 ET ISM Services PMI
11/6 8:30 ET Productivity & Labor Costs
11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

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