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Timestamps:

(00:00) Introduction

(00:33) China Exporting Deflationary Pressure

(05:20) "Froth" In Commodities

(11:27) The Future Of Fiscal Policy In The U.S.

(19:41) VanEck Ad

(20:21) How Forward Looking Will Central Bankers Be?

(34:35) Chinese National Accounts And Flows

(41:21) War And Finance

(45:30) Bank of Japan

(54:57) Bond Market & Fixed-Income Trades

(01:06:16) Currency Trades on The Yen & Yuan

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.