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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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Forward Guidance Newsletter

How inflation breakevens signal eroding Fed independence

As the Trump administration continues to test Fed independence, markets are beginning to react

byFelix Jauvin /

Finance

Now 1 year old, US ether ETFs hit their stride
The ETH products have notched $3.6 billion of net inflows from July 1 to July 22, Farside Investors data shows
byBen Strack /

Forward Guidance Newsletter

Japan, US strike trade deal that leaves US car makers out
With these levies, it’s cheaper for Japanese manufacturers to send cars to the US than it is for domestic makers to import parts from other countries
byCasey Wagner /

Forward Guidance Newsletter

Automakers report feeling impact from tariffs
Levies on foreign cars are set to increase in less than two weeks, but companies say they are already feeling the heat
byCasey Wagner /
RECENT PODCAST EPISODES

Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end..
LISTEN

The Great Ponzi-fication Of Markets | Weekly Roundup

This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and..
LISTEN

We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth

In this episode, Senior Research Fellow at Mercatus Center and host of Macro Musings David Beckworth breaks down the rising risks of fiscal dominance—when the Fed prioritizes government solvency over price stability...
LISTEN
ALL PODCAST EPISODES →
LATEST Forward Guidance ARTICLES
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Recapping the latest US data: Philly Fed, retail sales and more

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Cryptocurrency and stock traders alike had a lot to unpack Wednesday

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byCasey Wagner /
The bills up for debate as ‘Crypto Week’ continues

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The offering of CME-listed crypto futures via Kraken Pro follows the company’s acquisition of NinjaTrader

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Felix Jauvin profile image
Felix Jauvin

Podcast host

Casey Wagner profile image
Casey Wagner

Senior reporter

Ben Strack profile image
Ben Strack

Senior reporter

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