Description
This week, we discuss a pivotal FOMC day, the Fed’s new liquidity injections, shifting market leadership, and why inflation, credit, and social pressures are all converging into a “run-it-hot” regime. We also weigh the implications for Main Street, metals, Bitcoin, and 2026 positioning. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/view?usp=sharing
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Timestamps:
00:00 Introduction
02:02 FOMC Takeaways
07:29 Small Cap Rotation Underway?
09:45 Psychology Of Inflation
11:39 The Fed’s Economic Projections
14:50 Grayscale Ad
15:28 China’s Trade Performance
17:45 Mag7 Ceiling Reached?
18:22 Yields Diverging & Fiscal Stimulus
22:12 CPI Volatility, K-Economy & Messy Politics
27:36 Grayscale Ad
28:24 “Run It Hot” Vs The Dollar
30:47 Short Mag7, Long Main Street?
33:08 Credit Markets & Correlations
36:08 Are We Getting A Santa Rally?
40:27 Consequences of Wealth Disparity
46:58 We’re In The Financial Repression Endgame
50:24 Crypto’s Disappointment
54:03 Hope For The The Youth
57:49 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