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TFMR Podcast - Thursday, October 31

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Your host has a busy afternoon ahead, thus this early podcast. And the day definitely needs a podcast as it has been quite volatile, and not in a good way.

So what's behind all of the selling today? Well your first hint can be found in noticing that it's not just CDG and CDS that are getting liquidated and hammered today:

So here's what I think...

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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

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