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TFMR Podcast - Wednesday, June 26

46

The weakening yen angle messed with the Comex PMs all day as bond yields rose...which led to a higher POSX...which led to The Machines dumping both CDG and CDS.

But tomorrow is another day and it promises to be interesting as we are on Yentervention Watch and anticipating the end of the month and quarter. For today's podcast, just a summary of all this and then a discussion of some of the worrisome geopolitical developments....

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Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts
11/19 12:25 ET Goon Ghoulsbee
11/20 11:00 ET Goon Cook
11/20 12:15 ET Goon Bowman
11/21 8:30 ET Jobless Claims
11/21 8:30 ET Philly Fed
11/21 10:00 ET Home Sales
11/21 10:00 ET LEIII
11/22 9:45 ET S&P flash PMIs
11/22 10:00 ET UMich final

randomness