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 review, Trump’s Fed takeover strategy, foreign retreat from Treasury auctions, and whether the risks of inflation are greater than the risk of recession. Enjoy!
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Timestamps:
(00:00) Introduction
(03:50) Jackson Hole Preview
(09:43) VanEck Ad
(10:27) Fed Minutes
(13:05) Will Powell Be A Dove or Hawk?
(19:02) Bullish Post Jackson Hole?
(20:10) JH Impact on Bond Yields
(25:09) Trump’s Fed Takeover Strategy
(29:36) Centralization & the Frontiers
(32:42) VanEck Ad
(33:24) Treasury Auctions in Danger Zone?
(38:19) Hike to Save the Long End!
(40:05) Boom Time in Japan?
(43:45) Inflation Risk > Recession Risk
(47:00) The New Financial Reality
(51:32) Short Financials?
(52:30) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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