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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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Investors navigating BTC face short-term unpredictability, influence from other markets

The GENIUS Act aims to establish regulatory guidelines for stablecoins
Bridgewater Associates CIO Greg Jensen claimed “it’s a dangerous time to be overexposed to US assets, and almost everyone is”
Having passed Congress, the resolution will now head to Trump’s desk
RECENT PODCAST EPISODES
This week, we discuss the latest inflation data, the reversal of US exceptionalism, and Trump’s bold tariff bet potentially backfiring. We also delve into how we’re thinking about yields, whether 60/40 is..
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In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve..
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This week, we discuss the Trump trade shakeout, whether fear and volatility are presenting great buying opportunities, and the bond market after February’s NFP. We also delve into the outlook for the..
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LATEST Forward Guidance ARTICLES
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BlackRock exec: Confusion around bitcoin narrative remains

Investors navigating BTC face short-term unpredictability, influence from other markets

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Senate advances stablecoin bill with bipartisan support

The GENIUS Act aims to establish regulatory guidelines for stablecoins

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Unpacking ‘the great recalibration’ in global markets

Bridgewater Associates CIO Greg Jensen claimed “it’s a dangerous time to be overexposed to US assets, and almost everyone is”

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House overturns IRS DeFi broker rule with bipartisan resolution

Having passed Congress, the resolution will now head to Trump’s desk

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After a TradFi giant joins the XRP ETF fray, who’s next?

This $1.5 trillion fund manager’s altcoin ETF proposal is one of several the SEC is weighing

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Inflation print calms markets, but tariffs still loom

Commerce Secretary Howard Lutnick said tariffs are “worth it” even if they plunge the US economy into recession territory

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BEHIND THE BRAND
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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