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TFMR Podcast - Wednesday, June 26

45

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 6/24

6/24 8:30 ET Goon Ghoulsbee
6/24 2:00 ET Goon Daly
6/25 7:00 ET Goon Bowman
6/25 9:00 ET Case-Shiller home prices
6/25 10:00 ET Consumer Confidence
6/25 12:00 ET Goon Cook
6/25 1:30 ET Comex option expirations
6/26 10:00 ET New home sales
6/27 8:30 ET Q1 GDP final guess
6/27 8:30 ET Durable Goods
6/28 8:30 ET PCE and Core PCE
6/28 8:30 ET Personal Inc and Spend
6/28 9:45 ET Chicago PMI
6/28 10:00 ET UMich final
6/28 12:00 ET Goon Bowman again