This week we discuss the impact of Trump and his executive orders, the outlook for inflation, and the yield curve steepening. We also delve into warning signals for equities, CEO mentions of economic slowdown, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(00:37) Introduction and Guest Introduction

(01:20) Market Overview and Trump's Influence

(02:16) Fed's Interest Rate Strategy

(04:38) Executive Orders and Market Reactions

(14:55) Ads (Skale, Ledger)

(16:01) Roundup Continues

(18:53) Inflation and Economic Indicators

(24:09) Challenging Market Assumptions

(24:34) Trump's Influence on Market Sentiment

(25:13) Inflation and Energy Prices

(27:09) Ads (Skale, Ledger)

(28:26) FOMC Voting Members Rotation

(29:18) Analyzing the Yield Curve

(33:04) Market Reactions and Predictions

(39:11) Economic Slowdown and Recession Risks

(48:04) Final Thoughts and Market Outlook

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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.

The ESG Cartel | New Discourses Bullets, Ep. 6