Forward Guidance

505 Episodes

1. Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

   Published: 11/08/2023
2. The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

   Published: 10/08/2023
3. The Sovereign Debt Spiral | James Lavish

   Published: 01/08/2023
4. The Great Liquidity Debate | Michael Howell & Andy Constan

   Published: 27/07/2023
5. Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting

   Published: 26/07/2023
6. Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

   Published: 24/07/2023
7. It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

   Published: 22/07/2023
8. Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

   Published: 21/07/2023
9. OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil

   Published: 18/07/2023
10. The Recession Paradox | Alfonso Peccatiello

    Published: 16/07/2023
11. The Laws Of Quantitative Investing | Michael Robbins

    Published: 13/07/2023
12. The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly

    Published: 11/07/2023
13. Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System

    Published: 10/07/2023
14. Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains

    Published: 09/07/2023
15. The Price of Time | Edward Chancellor & Joseph Wang

    Published: 06/07/2023
16. The Little-Known Entity That’s Lent Over $1 Trillion To U.S. Banks (10x The Fed!) | Professor Kathryn Judge on The Federal Home Loan Bank (FHLB) System

    Published: 03/07/2023
17. What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"

    Published: 02/07/2023
18. Will The Fed Get Their Soft Landing? | Weekly Round Up

    Published: 01/07/2023
19. Fed Will Hike Rates Into Economic Train Wreck | Danielle DiMartino Booth

    Published: 30/06/2023
20. The Fate Of Global Dollar Credit | Robert McCauley & Joseph Wang on Eurodollars, FX Swaps, and SOFR

    Published: 26/06/2023