This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy!
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Timestamps
(00:00) Introduction
(02:44) CPI & Inflation
(09:03) Yields, Positioning, & Market Whipsaw
(12:27) Growth Debate
(22:01) Ads
(23:16) Equity Contra-Indicators
(27:54) Inauguration Day: Buy Or Sell The News?
(31:14) Crypto Reserve Debate
(35:11) Bonds Recycling Into Other Assets
(37:05) Fiat Debasement & Trump
(39:23) Japan & BOJ Rate Hike
(45:20) Nasdaq Vs Small Caps
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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.