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Forward Guidance

Investigates the macro landscape as the laws of investing are being rewritten, helping investors adapt to a rapidly changing environment.

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CME Group exec highlights “strengthening of the professional ecosystem around ether” and XRP futures records in August

With Governor Cook being dismissed and talk of pressuring the 2026 nominations of regional presidents, markets are beginning to price in a risk premium
Developers need “additional robust, nationwide protections from misclassification under securities and commodities laws,” DeFi Education Fund policy lead says
“Diverse opportunities emerge alongside macroeconomic tailwinds,” zondacrypto CEO says
RECENT PODCAST EPISODES
This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a policy..
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In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality of U.S. fiscal policy, and how to think about..
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This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy..
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LATEST Forward Guidance ARTICLES
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Checking in on crypto markets as the Jackson Hole dust settles

Crypto hedge fund rotates more holdings into smaller cap tokens after Fed Chair Jerome Powell implies possible rate cut

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Issuers keep filing ahead of expected crypto ETF launch frenzy

21Shares files for active crypto ETF, leveraged funds to “deliver strategies that adapt in real time to a rapidly evolving market”

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Could FOMC minutes be hinting at a hawkish Jackson Hole speech?

FOMC July minutes may hold the key to Powell’s speech tomorrow

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Why a market structure bill is ‘far more complicated’ than the GENIUS Act

A market structure bill and bipartisan support are no easy tasks, Sen. Tim Scott and SEC Chair Paul Atkins say

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Evaluating crypto stocks with more IPOs on deck

Crypto IPO hype has room to run as Bitwise exec says there remains a “massive shortage” of public crypto firms

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Stocks trade sideways ahead of political updates, Jackson Hole

US indexes were muted Monday as investors wait to hear from Chair Powell and President Trump

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Felix Jauvin profile image
Felix Jauvin

Podcast host

Ben Strack profile image
Ben Strack

Newsletter writer

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