Forward Guidance

469 Épisodes

1. Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China

   Publié: 26/02/2024
2. Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank

   Publié: 23/02/2024
3. Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

   Publié: 22/02/2024
4. Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts

   Publié: 21/02/2024
5. Secrets of Small Cap Value Investing | Kyle Mowery

   Publié: 19/02/2024
6. The Rising Risks In The Private Credit Lending Bonanza | Andrzej Skiba

   Publié: 16/02/2024
7. Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

   Publié: 13/02/2024
8. Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

   Publié: 13/02/2024
9. China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

   Publié: 09/02/2024
10. Citrini: The Next Phase of The Stock Market's AI-Obsession

    Publié: 07/02/2024
11. Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

    Publié: 05/02/2024
12. Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

    Publié: 01/02/2024
13. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

    Publié: 29/01/2024
14. Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

    Publié: 26/01/2024
15. David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

    Publié: 25/01/2024
16. Neil Dutta: Why There Was No Recession In 2023

    Publié: 22/01/2024
17. Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

    Publié: 18/01/2024
18. Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

    Publié: 16/01/2024
19. Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

    Publié: 16/01/2024
20. Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

    Publié: 14/01/2024