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
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
The Basel III Endgame: Bank Regulation In A Post-SVB World | Steven Kelly	2023-07-11
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System	2023-07-10
Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains	2023-07-09
The Price of Time | Edward Chancellor & Joseph Wang	2023-07-06
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	2023-07-03
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"	2023-07-02
Will The Fed Get Their Soft Landing? | Weekly Round Up	2023-07-01

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