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The Data Is Screaming Two-Speed Economy | Weekly Roundup

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Manage episode 505742111 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy!

Follow Tyler: https://x.com/Tyler_Neville_

Follow Quinn: https://x.com/qthomp

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

__

Weekly Roundup Charts: https://drive.google.com/file/d/1ogspUIuKxnHZh7REVA9tKpo7tyPCA52W/view?usp=sharing

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

Timestamps:

(00:00) Introduction

(02:40) DAS London

(02:59) Inflation Update

(08:15) No High-Yield Problem

(12:11) Rate Cuts vs Inflation

(13:40) VanEck Ad

(14:24) Rate Cuts vs Inflation

(15:40) Problems in the Labor Market

(20:35) Small-Caps & Productivity Boom

(23:05) Fiscal Dominance & Inflation

(26:46) VanEck Ad

(27:27) SPX Implied Vol & Market Structure

(32:12) AI Boom & CapEx

(38:24) Bipolar Market Outcomes

(42:17) Centralization vs Diversification

(49:11) What’s Next for Markets?

(52:56) 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

  continue reading

546 episodes

Artwork
iconShare
 
Manage episode 505742111 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy!

Follow Tyler: https://x.com/Tyler_Neville_

Follow Quinn: https://x.com/qthomp

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

__

Weekly Roundup Charts: https://drive.google.com/file/d/1ogspUIuKxnHZh7REVA9tKpo7tyPCA52W/view?usp=sharing

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

Timestamps:

(00:00) Introduction

(02:40) DAS London

(02:59) Inflation Update

(08:15) No High-Yield Problem

(12:11) Rate Cuts vs Inflation

(13:40) VanEck Ad

(14:24) Rate Cuts vs Inflation

(15:40) Problems in the Labor Market

(20:35) Small-Caps & Productivity Boom

(23:05) Fiscal Dominance & Inflation

(26:46) VanEck Ad

(27:27) SPX Implied Vol & Market Structure

(32:12) AI Boom & CapEx

(38:24) Bipolar Market Outcomes

(42:17) Centralization vs Diversification

(49:11) What’s Next for Markets?

(52:56) 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

  continue reading

546 episodes

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