Forward Guidance

Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews

How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

This Is Peak Hawkishness From The Fed | Joseph Wang

How Long Can The Goldilocks Market Last? | Weekly Roundup

Rethinking Rate Cuts: Are We Fueling Inflation Or Controlling It? | Warren Mosler

In this episode of Forward Guidance, Warren Mosler, the father of Modern Monetary Theory, discusses the current economic climate, focusing on the impact of interest rates and fiscal policy. Mosler argues that the Federal Reserve's monetary policy, particularly interest rate adjustments, has less impact than commonly be...

The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

Is The U.S. Entering A Golden Age Of Capitalism? | Dan Tapiero

Why The Fed Rate Cuts Were A Mistake | Michael Kao

Mastering Risk Management In A Rotational Market | Weekly Roundup

Exercising Caution Amid Market Euphoria | Weekly Roundup

Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

The Stock Market Melt Up Is About To Accelerate | George Robertson

Positioning For The New Post-Election Market Regime | Weekly Roundup

Biggest Takeaways From The Fed Interest Rate Decision | Bob Elliot

Unpacking The Election’s Impact On Markets | Cem Karsan

Why The Macro Is Still Bullish Liquidity | Weekly Roundup

Where Are We In The Bull Market? | Jurrien Timmer

Is It Too Late To Buy Election Hedges? | Weekly Roundup