This week, we discuss the big takeaways from the Fed Meeting Minutes, Bessent’s remarks on Treasury issuance and inflation, and the near-term liquidity picture. We also delve into oil and energy policy, the limited upside in crypto right now, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(01:33) FOMC Meeting Minutes

(06:29) Fed's Balance Sheet and Treasury Purchases

(16:20) Skale Ad

(16:42) Fed's Balance Sheet and Treasury Purchases (Con't)

(20:15) Inflation Data and Fed's Perspective

(22:41) Skale Ad

(23:12) Liquidity Concerns and QT

(27:07) Inflation and Economic Growth

(29:11) Oil & Global Energy Policies

(32:21) Microsoft CEO's Take on AI and CapEx

(33:43) Yen & DAX

(38:09) Crypto Market Update

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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.