This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquidity picture. We also delve into oil and energy policy, the limited upside in crypto right now, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:33) FOMC Meeting Minutes
(06:29) Fed's Balance Sheet and Treasury Purchases
(16:20) Skale Ad
(16:42) Fed's Balance Sheet and Treasury Purchases (Con't)
(20:15) Inflation Data and Fed's Perspective
(22:41) Skale Ad
(23:12) Liquidity Concerns and QT
(27:07) Inflation and Economic Growth
(29:11) Oil & Global Energy Policies
(32:21) Microsoft CEO's Take on AI and CapEx
(33:43) Yen & DAX
(38:09) Crypto Market Update
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
