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
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy	2024-06-12
Secrets of the Federal Reserve’s Unconventional Monetary Policy | William English, former Director of Division of Monetary Affairs for the Fed Board of Governors, on Quantitative Easing (QE) and Forward Guidance	2024-06-10
Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)	2024-06-06
The Modular Integration Spectrum | Keone & Zon	2024-06-05
Jens Nordvig: Days of Japan’s Zero Interest Rate Policy (ZIRP) Are Numbered	2024-06-04
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup	2024-06-01
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)	2024-05-31
Jack Ryan on The Housing Cartel That's Stifling The American Economy	2024-05-30
In This Economy? | Kyla Scanlon	2024-05-30
James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World	2024-05-23
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes	2024-05-20
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors	2024-05-16
Why The Dollar Will Be The “Last Man Standing” Of Fiat Currencies | Keith Dicker	2024-05-14
Alfonso Peccatiello: The Fed Put Is Back, Bull Steepener Base Case	2024-05-09
Andy Constan: The Bond Market Will Take The Stock Market Down With It	2024-05-06
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle	2024-05-02
Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024	2024-05-01
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund	2024-04-30
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman	2024-04-25
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller	2024-04-22

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