This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it’s time to be concerned about liquidity and Fed plumbing. Ultimately, everything leads us to one asset. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1LyoebYlP0p27AqN4mQKVMH6PuYFi9T73/view?usp=sharing
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Timestamps:
(00:00) Introduction
(02:07) Tyler Back to School
(02:48) DAS London
(04:24) Big Labor Market Week
(09:29) NFP Downside Surprise
(11:11) VanEck Ad
(11:57) NFP Downside Surprise
(14:04) September Cut Odds
(17:28) Bulled Up on Gold
(22:59) VanEck Ad
(24:21) Will Tariffs Get Overruled?
(28:35) Fed Plumbing Concerns
(36:39) Read on the Dollar
(39:25) Macro Recap
(41:34) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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