Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Timestamps:
(00:00) Introduction
(00:33) China Exporting Deflationary Pressure
(05:20) "Froth" In Commodities
(11:27) The Future Of Fiscal Policy In The U.S.
(19:41) VanEck Ad
(20:21) How Forward Looking Will Central Bankers Be?
(34:35) Chinese National Accounts And Flows
(41:21) War And Finance
(45:30) Bank of Japan
(54:57) Bond Market & Fixed-Income Trades
(01:06:16) Currency Trades on The Yen & Yuan
__
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.
