Forward Guidance 

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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Title	Date published
Business Cycle Slowdown Will Intensify Into Recession | Mike Singleton	2023-08-28
ESG: The 40 Trillion Dollar Bubble | Mark Neuman	2023-08-25
The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley	2023-08-24
Government Debt Crisis Has Hit U.S. Banks | Bill Isaac, Former FDIC Chair	2023-08-22
The Banking System's Guardian Angel You've Never Heard Of | Michael Ericson & Dan Siciliano on Federal Home Loan Banks	2023-08-18
Ivy Zelman: Housing Market Downturn Isn't Over	2023-08-15
Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth	2023-08-13
Rate Cuts May Not End Fed's Quantitative Tightening | Former Atlanta Fed President Dennis Lockhart	2023-08-12
Inside Camp Kotok | David Kotok on “Disastrous and Debilitating” Effect Of Debt Ceiling on Bond Markets	2023-08-11
Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller	2023-08-11
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)	2023-08-10
The Sovereign Debt Spiral | James Lavish	2023-08-01
The Great Liquidity Debate | Michael Howell & Andy Constan	2023-07-27
Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting	2023-07-26
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply	2023-07-24
It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley	2023-07-22
Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”	2023-07-21
OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil	2023-07-18
The Recession Paradox | Alfonso Peccatiello	2023-07-16
The Laws Of Quantitative Investing | Michael Robbins	2023-07-13

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