In this episode, Mohamed El-Erian joins the show to discuss the February jobs report, tariffs & imports front-running, and the inflation outlook, including the growing risk of stagflation. We also delve into the outlook for Europe, Japan, and China, Bitcoin and digital assets, and more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:27) Job Report & Labor Market
(05:45) US Growth & Stagflation Risk
(09:41) Tariffs & Imports
(11:19) Inflation Outlook & Oil
(15:48) Fiscal Outlook
(19:32) DAS Promo
(20:14) Fed & Number of Cuts in 2025
(22:57) Goods, Services, & Shelter Inflation
(25:51) Europe, Japan, & China
(32:14) Bitcoin & Digital Assets
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.