This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the labor market, the 1998 framework for today’s economy, 2025 expectations, and much more. Enjoy!
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Timestamps
(00:00) Introduction
(03:03) Why The Fed Did The Right Thing
(06:36) Is Inflation Rolling Over?
(12:01) Trump Policy Impact
(14:16) Explaining The Volatility Spike
(20:02) 2025 Monetary Policy Outlook
(22:02) Mapping The Market Rotation
(27:43) VIX & Market Positioning
(31:46) China Risk
(33:42) Ads
(35:36) Systematic Volatility
(37:50) China Structural Issues & Stimulus
(39:54) Bond Yields Vs Equities
(43:31) 2025 Rate Cutting Path
(46:54) Labor Market & Supply Shocks
(51:04) Economic Optimism & Lending
(52:35) Growth & Oil Outlook
(54:58) Bessent Economic Plan
(57:15) 1998 Framework
(59:55) Productive Capacity Boom
(01:03:04) End-Of-Year 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.
