In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!
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Timestamps:
(00:00) Introduction
(00:40) Inflation Predictions and Seasonal Adjustments
(05:50) Stagflation Concerns and Economic Slowdown
(07:33) State-Level Spending and Fiscal Policy
(17:42) Tariffs & the Art of the Deal
(19:25) Economic Noise vs Signal
(23:36) Federal Reserve and Monetary Policy
(25:36) DAS Promo
(26:13) Bond Market and Liquidity
(33:23) Target Date Funds
(36:17) Trump Administration Goals
(51:06) Surge in Foreign Yields
(59:22) Market Predictions
(01:03:36) Learn More About Vincent
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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.
