This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve into Fed QE misinformation, the bullish vs bearish risk-to-reward right now, the Taiwan dollar and Mag7 exodus, Bitcoin repeating last summer, and more. Enjoy!

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Timestamps:

(00:00) Introduction

(02:29) FOMC Takeaways

(09:03) Strong Economic Data & Tariffs Sidelining Fed

(12:59) Unemployment & Immigration

(15:11) Ads (Blockdaemon, Ledger, Arkham, Ondo)

(17:17) Inflation & Fed Reaction

(22:28) Trading Cuts & the Curve

(25:49) Fed QE Misinformation

(29:42) Bessent & China Trade Deal

(35:11) Ads (Blockdaemon, Ledger, Arkham, Ondo)

(38:00) Bullish vs Bearish Catalysts

(44:34) Bitcoin & Global Liquidity

(46:51) Taiwan Dollar, Klauss & Mag7 Exodus

(55:21) Final 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.

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