Due to my schedule today, I'm unable to record a regular podcast. As such, here's a written "podcast" with some images and charts to consider as we prepare the way for The Jerry.
Again, the fun tomorrow will begin at 2:00 pm ET with the Fedlines and latest SEP. From there, we'll get Jerry's "press conference" and gobbldygook. The latest update on US housing starts and building permits will give the markets something to chew on at 8:30 ET, too.
Regarding Jerry, here's the SEP from back in September. At that time, the FOMC was expecting two more cuts this year...and with a...
