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Fed Embraces "Run It Hot" For Powell's Final Months | Weekly Roundup
Manage episode 523769800 series 3300108
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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Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
__
Weekly Roundup Charts: https://drive.google.com/file/d/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/view?usp=sharing
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Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
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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
—
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
560 episodes
Manage episode 523769800 series 3300108
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!
—
Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
__
Weekly Roundup Charts: https://drive.google.com/file/d/1JCTPNIa3J3RutQTuPU37_vfPqIUpcKZ3/view?usp=sharing
—
Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance
—
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
—
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
560 episodes
All episodes
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