Forward Guidance

465 Avsnitt

1. Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong

   Publicerades: 2024-04-15
2. The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”

   Publicerades: 2024-04-08
3. Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

   Publicerades: 2024-04-04
4. The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks

   Publicerades: 2024-04-01
5. Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

   Publicerades: 2024-03-29
6. Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

   Publicerades: 2024-03-28
7. Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

   Publicerades: 2024-03-26
8. Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank)

   Publicerades: 2024-03-18
9. Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock

   Publicerades: 2024-03-14
10. Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle

    Publicerades: 2024-03-12
11. The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data

    Publicerades: 2024-03-08
12. The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed

    Publicerades: 2024-03-07
13. Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929

    Publicerades: 2024-03-04
14. Remi Tetot on AI, Crypto, and Uranium

    Publicerades: 2024-03-03
15. Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing

    Publicerades: 2024-02-29
16. Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness

    Publicerades: 2024-02-27
17. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

    Publicerades: 2024-02-26
18. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

    Publicerades: 2024-02-23
19. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

    Publicerades: 2024-02-22
20. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

    Publicerades: 2024-02-21