In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!

__

Follow Vincent Deluard: https://x.com/VincentDeluard

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

—

Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125

—

Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

—

Timestamps:

(00:00) Introduction

(00:40) Inflation Predictions and Seasonal Adjustments

(05:50) Stagflation Concerns and Economic Slowdown

(07:33) State-Level Spending and Fiscal Policy

(17:42) Tariffs & the Art of the Deal

(19:25) Economic Noise vs Signal

(23:36) Federal Reserve and Monetary Policy

(25:36) DAS Promo

(26:13) Bond Market and Liquidity

(33:23) Target Date Funds

(36:17) Trump Administration Goals

(51:06) Surge in Foreign Yields

(59:22) Market Predictions

(01:03:36) Learn More About Vincent

__

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.