Pinned
NEW POD: Warsh Must Choose The Dollar Or The Bond Market
We Cover:
🔸 What will Warsh sacrifice?
🔸 Dollar/gold signaling trouble
🔸 China’s strategic edge
🔸 Financial warfare, risk assets & more!
@LukeGromen @fejau_inc
Links Below ↓
Forward Guidance
5,114 posts
Forward Guidance
@ForwardGuidance
Joined June 2022
- QT is ending soon and the Fed is likely to start expanding its balance sheet in the coming months But it's NOT QE It's simply shifting from slow reduction (QT) to steady growth in line with GDP Expect Treasury bill purchases, not long-duration QE Balance sheet growth = mild
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00:00- Hey @elonmusk my account @JackFarley96 has been hacked & the hacker is trying to extort me & scam my followers. I am Jack Farley, the creator of both @JackFarley96 & @ForwardGuidance. I got phished & hacker changed my email on @JackFarley96. Please help!
- Jim Bianco on why today's Fed meeting was a "cold slap in the face to the stock market": "There are a lot more rate hikes coming." @JackFarley96's full interview w/ @biancoresearch & @josephwang airs tomorrow morning 🔥
00:00 - Texas just banned these huge financial firms based on their ESG practices: - BlackRock ($10 Trillion AUM) - UBS ($3.2 Trillion AUM) - BNP Paribas ($600 Billion AUM) - Credit Suisse ($1.6 Trillion AUM)
- 🎙️NEW POD: The Only Assets That Beat Fiat Debasement We Discuss: 🔶 How fiat debasement drives markets 🔶 AI & robots replacing humans 🔶 Why recessions may be gone forever 🔶 The next big liquidity-driven boom 🔶 ASI as the new religion & more! @RaoulGMI @BittelJulien
- The system is so levered it couldn't take one week of Trump's economic hardball @CryptoHayes
00:00 - There's a brewing credit crisis in car loans 🚗, according to @DiMartinoBooth. Borrowers are now walking away from their cars because they know they can't pay the loan back. Link to full interview: Apple 🔊 rb.gy/ncquad Spotify 🔊 rb.gy/hj7lb8
00:00 - BREAKING: Fed projects hiking rates to 4.6% by the END of 2023. LOWEST estimate for 2023 rates is 3.9%, which, up until very recently, was the 'worst case scenario' priced in by the market. RIP the pivot narrative.
- 🎙️NEW POD: Deficits Are Forcing the Fed Back Into Expansion We Cover: 🔸 Tariffs slowing (but not stopping) the fiscal train 🔸 The Fed’s limited control over fiscal inflation 🔸 QT ending & Fed balance sheet expansion 🔸 The evolution of the debasement trade @LynAldenContact
