This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve into Fed QE misinformation, the bullish vs bearish risk-to-reward right now, the Taiwan dollar and Mag7 exodus, Bitcoin repeating last summer, and more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:29) FOMC Takeaways
(09:03) Strong Economic Data & Tariffs Sidelining Fed
(12:59) Unemployment & Immigration
(15:11) Ads (Blockdaemon, Ledger, Arkham, Ondo)
(17:17) Inflation & Fed Reaction
(22:28) Trading Cuts & the Curve
(25:49) Fed QE Misinformation
(29:42) Bessent & China Trade Deal
(35:11) Ads (Blockdaemon, Ledger, Arkham, Ondo)
(38:00) Bullish vs Bearish Catalysts
(44:34) Bitcoin & Global Liquidity
(46:51) Taiwan Dollar, Klauss & Mag7 Exodus
(55:21) Final Thoughts
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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.