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TFMR Podcast - Saturday, March 2


It was a lousy week that concluded with a particularly harsh and brutal Friday. So, let's take stock of where we are, where we've been and where we're going.

Again, my apologies for being unavailable late yesterday and, thus, this Saturday podcast. And this clocks in at over 25 minutes so I also apologize for not being able to keep it more brief.

After a lengthy general discussion of the week's events...actually, everything going back to Wednesday the 20th and the FOMC minutes...we proceed to discuss these charts in order.

First, you're told that the bond market...

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Key Economic Events Week of 5/20

5/20 7:00 pm ET CGP speech
5/21 10:00 ET Existing Home Sales
5/22 2:00 ET FOMC minutes
5/23 9:45 ET Markit PMIs
5/24 8:30 ET Durable Goods

Key Economic Events Week of 5/13

TWELVE Goon speeches through the week
5/14 8:30 ET Import Price Index
5/15 8:30 ET Retail Sales and Empire State Manu. Idx.
5/15 9:15 ET Cap. Ute. and Ind. Prod.
5/15 10:00 ET Business Inventories
5/16 10:00 ET Housing Starts and Philly Fed
5/17 10:00 ET Consumer Sentiment

Key Economic Events Week of 5/6

5/9 8:30 ET US Trade Deficit
5/9 8:30 ET Producer Price Index (PPI)
5/9 10:00 ET Wholesale Inventories
5/10 8:30 ET Consumer Price Index (CPI)

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