This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, and much more. Enjoy!
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Weekly Roundup Charts: https://drive.google.com/file/d/1S24tXpteiZg1jilfU8aXk0L_NtXFLXVg/view?usp=drive_link
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Timestamps:
(00:00) Introduction
(02:34) Non-Farm Payrolls
(10:59) Fixed Income & High Yield
(12:43) Global Coordinated Easing Cycle
(16:20) US Dollar & US Exceptionalism
(18:52) Global Easing Driving Growth & Liquidity
(22:08) The Big Picture
(26:32) Permissionless Ad
(27:11) Oil, Gold, & the Middle East
(31:37) Global Collateral Shift
(33:19) Middle East Tail Risk
(36:23) SOFR Explosion & QT
(42:09) Simplifying Macro Trading
(45:25) Economic Politics
(48:28) Crypto Markets
(50:31) Election Pricing in Markets
(55:56) Permissionless Next Week
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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.
Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup | Forward Guidance podcast - Listen or read transcript on Metacast
