0:00 – 7:47 Duration
7:48 – 16:20 SPY and earnings
16:21 – 35:44 CPI, PPI vs PCE
35:45 – 37:39 Retail Sales
37:40 – 1:15:14 Tariff effects on equities and bonds
1:15:15 – 1:22:22 Discord update

https://www.markmeldrum.com

CFA/Applied Series subscriptions:
https://www.markmeldrum.com/subscriptions/

Economic calendars
https://tradingeconomics.com/calendar
https://www.fxstreet.com/economic-calendar

This Week in Earnings:
https://lipperalpha.refinitiv.com/wp-content/uploads/2025/02/TRPR_82221_787.pdf

Money Market flows:
https://www.ici.org/research/stats/mmf

Fed Balance Sheet:
https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm

LINK TO S&P SPREADSHEET:
https://www.spglobal.com/spdji/en/documents/additional-material/sp-500-eps-est.xlsx

SIFMA:
https://www.sifma.org/resources/research/us-corporate-bonds-statistics/

Freddie Mortgage Rates:
https://www.freddiemac.com/pmms

Treasury:
https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2023

SOMA
https://www.newyorkfed.org/markets/soma-holdings

EFFR
https://www.newyorkfed.org/markets/reference-rates/effr

Reverse Repo
https://www.newyorkfed.org/markets/desk-operations/reverse-repo

FedWatch Tool:
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?redirect=/trading/interest-rates/countdown-to-fomc.html

STIR analytics
https://www.cmegroup.com/tools-information/quikstrike/short-term-interest-rate-analytics.html

Forward Curves:
https://www.chathamfinancial.com/technology/us-forward-curves

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