Forward Guidance(@ForwardGuidance):NEW ROUNDUP We Cover: 🔸 Bessent vs the bond market 🔸 Fed credibility hike? 🔸 Why growth may be peaking 🔸 AI’s political backlash & more! @fejau_inc @qthomp TIMESTAMPS: 00:00 Intro 02:07 Can Bessent Beat The Bond Market? 06:56 Should The 10-Year Yield Be 5.8%? 11:01 The Inflation-Growth Trap 18:29 Ads (TOKEN2049, Avalanche) 20:05 Will The Fed Hike? 26:08 Is One Credibility Hike Enough? 30:29 Is Economic Growth Peaking? 33:04 Can Debasement Trades Keep Running? 37:42 Is The AI Trade Breaking? 43:22 Final Thoughts

Forward Guidance

@ForwardGuidance

Macro Investing Podcast Hosted by @fejau_inc Telegram:

参加 June 2022

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Forward Guidance@ForwardGuidance

2026.09.11 13:30

NEW ROUNDUP We Cover: 🔸 Bessent vs the bond market 🔸 Fed credibility hike? 🔸 Why growth may be peaking 🔸 AI’s political backlash & more! @fejau_inc @qthomp TIMESTAMPS: 00:00 Intro 02:07 Can Bessent Beat The Bond Market? 06:56 Should The 10-Year Yield Be 5.8%? 11:01 The Inflation-Growth Trap 18:29 Ads (TOKEN2049, Avalanche) 20:05 Will The Fed Hike? 26:08 Is One Credibility Hike Enough? 30:29 Is Economic Growth Peaking? 33:04 Can Debasement Trades Keep Running? 37:42 Is The AI Trade Breaking? 43:22 Final Thoughts