Description
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it’s time to be concerned about liquidity and Fed plumbing. Ultimately, everything leads us to one asset. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1LyoebYlP0p27AqN4mQKVMH6PuYFi9T73/view?usp=sharing
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
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Timestamps:
00:00 Introduction
02:07 Tyler Back to School
02:48 DAS London
04:24 Big Labor Market Week
09:29 NFP Downside Surprise
11:11 VanEck Ad
11:57 NFP Downside Surprise
14:04 September Cut Odds
17:28 Bulled Up on Gold
22:59 VanEck Ad
24:21 Will Tariffs Get Overruled?
28:35 Fed Plumbing Concerns
36:39 Read on the Dollar
39:25 Macro Recap
41:34 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance