TFMR Podcast - Friday, September 18With TF 18 Comments | 8 Likes If you had told me last Friday that Kev would hike and seem hawkish, bonds would sell off and the POSX would rally over point t... Another NYSE Option Expiration DayBy TF 25 Comments | 8 Likes It's the third Friday of the month and you know what that means. Already we're seeing overnight gains wiped away in the PMs. Will... TFMR Podcast - Thursday, September 17With TF 33 Comments | 19 Likes Your host has a busy afternoon and an odd week next so let's take the liberty of wrapping up today a little earlier than usual... Avoiding The WorstBy TF 19 Comments | 20 Likes The concerns expressed in your Wednesday podcast failed to materialize overnight and, in fact, quite the opposite happened as no... TFMR Podcast - Wednesday, September 16With TF 28 Comments | 17 Likes Another brutal day as Kev goes ahead and jacks the fed funds rate. Worse, he and his Goons cranked out a SEP that shows rates ... Pre-Fedline Open ThreadBy TF 51 Comments | 20 Likes Well, here we go with the September FOMC. Look for your Fedlines and SEP at 2:00 pm ET, followed by Kev's presser at 2:30 ET. In... TFMR Podcast - Tuesday, September 15With TF 22 Comments | 13 Likes 'Twas the night before the September FOMC and all through TFMR not a member was comfortable, including your host. I've definit... September FOMC TuesdayBy TF 37 Comments | 22 Likes The long-awaited and much-anticipated September FOMC meeting begins today as The Goons gather and meet to discuss whether or not... TFMR Podcast - Monday, September 14With TF 23 Comments | 12 Likes The week got off to a rough start but things actually improved a touch as the day went along. After reaching over 5% on the 10... Looks Like I Picked A Bad Week To...By TF 21 Comments | 11 Likes Oooof. What a doozy of a week ahead we have. The scheduled news looks difficult and the unscheduled news appears downright dread... TFMR Podcast - Friday, September 11With TF 19 Comments | 14 Likes It was a busy day to end the week and it appears that a fed funds rate hike next week is nearly assured. So let's take some ti... Rate Hike ReliefBy TF 42 Comments | 19 Likes In the back of my mind, I've been wondering if the PMs might actually rally once it became clear that the Fed was going to hike ... TFMR Podcast - Thursday, September 10With TF 38 Comments | 10 Likes It's getting pretty dicey out there as the war in the MENA expands, inflation picks up and global bonds continue their sell-of... Breaking PointBy TF 32 Comments | 16 Likes Things have sure gotten interesting today as the bond market continues to sell off after Bessent's first buyback and the hotter ... TFMR Podcast - Wednesday, September 9With TF 4 Comments | 6 Likes Your host is on a heater today. Coming off a 45-minute discussion with my old friend, Andy, I went right into this podcast due t...