TFMR Podcast - Wednesday, September 25

All things considered, it wasn't a bad day. Yes, the algos took over and drive the PMs backward while the POSX rallied. But that rally ended up being a full half point and rates were higher, too, so when you consider that CDG was green and CDS was only off 1%, that's not a bad day at all.

Everything will get interesting again tomorrow with a full slate of Goons. And then Friday brings the latest PCE and income/spending data so you know that will make for a volatile morning, too. For today's podcast, let's take stock of where we are at mid-week and then begin to look ahead at...

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Key Economic Events Week of 9/23

9/23 8:00 ET Goon Bostic
9/23 9:45 ET S&P September flash PMIs
9/23 10:15 ET Goon Ghoulsbee
9/23 1:00 ET Goon Kash-n-kari
9/24 9:00 ET Goon Bowman
9/24 9:00 ET Case-Shiller home prices
9/24 10:00 ET Consumer Confidence
9/25 10:00 ET New home sales
9/25 1:30 ET Comex option expiration
9/26 8:30 ET Initial jobless claims
9/26 8:30 ET Durable Goods
9/26 8:30 ET Q2 GDP final guess
9/26 9:10 ET Goons Kugler and Collins
9/26 9:15 ET Goon Bowman
9/26 9:20 ET Chief Goon Powell
9/26 9:25 ET Goon Williams
9/26 10:30 ET Goon Barr
9/26 10:30 ET Goon Cook
9/27 8:30 ET PCE and Core PCE
9/27 8:30 ET Personal Inc and Spend
9/27 10:00 ET UMich final September
9/27 1:15 ET Goon Bowman