Brand-image-Forward Guidance

Forward Guidance

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

Subscribe to Forward Guidance

article-image

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

The ETH products have notched $3.6 billion of net inflows from July 1 to July 22, Farside Investors data shows
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
Levies on foreign cars are set to increase in less than two weeks, but companies say they are already feeling the heat
RECENT PODCAST EPISODES
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
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
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
LATEST Forward Guidance ARTICLES
article-image
Galaxy exec: Companies holding crypto is only Phase One

Firms deploying crypto treasury strategies could help build “vibrant” ecosystems within the networks they back, Galaxy’s Steve Kurz says

article-image
Recapping the latest US data: Philly Fed, retail sales and more

After a jittery few months, recent economic data is hinting at a resilient economy that is beginning to re-accelerate

article-image
RWA-related M&A picks up as companies hunt for US licenses

Ondo Finance’s acquisition of blockchain development company Strangelove follows its buy of Oasis Pro

article-image
Inflation data, firing threats and policy updates: What’s moving markets

Cryptocurrency and stock traders alike had a lot to unpack Wednesday

article-image
The bills up for debate as ‘Crypto Week’ continues

House lawmakers support, criticize the GENIUS Act, CLARITY Act and the Anti-CBDC Surveillance Act in Monday hearing

article-image
Kraken’s US derivatives launch reflects broader ‘unified access’ trend

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

SUBSCRIBE
JOIN THE COMMUNITY
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

Subscribe to Forward Guidance

MORE BRANDS Explore our house of brands
Empire
Fundamental insights and behind the scenes perspectives from the industry’s..

follow

0xResearch
The must-follow crypto brand for savvy degens who want to..

follow

Lightspeed
The essential source for all things Solana — exclusive news,..

follow

Supply Shock
Detailing Bitcoin’s rise from internet plaything worth less than a..

follow

The Breakdown
Decoding crypto and the markets. Daily...

follow