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Thursday Conversation - Rob Kirby

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Our old pal Rob Kirby is back on his feet and ready to take on 2020. The year is off to a wild start and it's only going to get more crazy as things progress so please be sure to give this podcast a thorough listen this weekend.

To deal with the ongoing madness, you need as many trustworthy and objective sources of information as possible. You'll be able to find this at Kirby Analytics and I encourage you to check out all that Rob provides through his service: https://www.kirbyanalytics.com

As usual with these Thursday Conversations, we try to limit the discussion to three primary points. For this week, I ask Rob to address:

  • the changes since we last spoke in August, specifically the REPO & Liquidity Crisis
  • how The Fed will respond to growing economic and monetary pressures in 2020
  • the reports of $21T in unaccounted U.S. government spending over the past two decades

But, as usual, this conversation is not limited to just the points above. So please be sure to carve out some time this weekend in order to give it a listen.

Thanks again to Rob for sharing his time and insights!

TF

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Key Economic Events Week of 11/28

11/28 12:00 ET Goon Bullard
11/28 12:00 ET Goon Williams
11/29 9:00 ET Case-Shiller home prices
11/29 10:00 ET Consumer Confidence
11/30 8:15 ET ADP jobs report
11/30 8:30 ET Q3 GDP 2nd guess
11/30 9:45 ET Chicago PMI
11/30 10:00 ET JOLTS
11/30 1:30 ET Chief Goon Powell
12/1 8:30 ET PCE and Core PCE
12/1 8:30 ET Consumer Inc and Spend
12/1 9:30 ET Goon Bowman
12/1 9:45 ET S&P Manu PMI
12/1 10:00 ET ISM Manu PMI
12/2 8:30 ET BLSBS

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