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This week we discuss the looming growth scare, the dollar wrecking ball driving a global margin call, and global yields nearing an inflection point. We also delve into the housing affordability crisis, the public spending problem, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:55) December Jobs Report
(06:16) Other Labor Market Data
(07:50) Is The Cutting Cycle Over?
(11:24) DAS 2025
(14:34) Economic Slowdown In 2025?
(20:57) Global Margin Call
(27:10) Dollar Dilemma
(29:58) Global Bond Yields
(33:20) Yield Curve Dynamics
(35:22) Trifecta Of Tightening
(37:25) Crypto Politics
(39:16) 2Y-10Y Curve & Yield Threshold
(40:05) Ads
(42:03) 2Y-10Y Curve & Yield Threshold (Con't)
(45:24) Trump Administration & Uncertainty Hysteria
(49:12) NFP Prediction
(49:52) TLT & Positioning
(52:13) Housing Affordability Crisis
(57:05) Yield Solutions
(59:59) 2-Year Trade
(01:01:12) Bitcoin & The Inauguration
(01:04:22) Public Spending Problem
(01:11:15) Decentralization Of Everything
(01:12:35) Killing The Four Year Cycle Narrative
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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