This week, Felix and Quinn unpack the Fed independence drama following Trump’s visit to Powell, explore the long-term implications of politicizing monetary policy, and preview next week’s pivotal QRA. They discuss how inflation expectations are diverging from commodities, why real yield correlations are breaking down, and how the dollar’s regime may be shifting. Enjoy!

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Weekly Roundup Charts: ​https://drive.google.com/file/d/1fStI5q6IlPMiU2_swJ_r5sImvbxFSugS/view?usp=sharing

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This Forward Guidance episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH):

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Timestamps:

(00:00) Introduction

(02:36) Fed Independence

(08:02) Ads (VanEck, Aptos)

(09:22) Fed Independence

(14:25) What’s the Rates Solution?

(23:40) Upcoming QRA

(25:38) Ads (VanEck, Aptos)

(27:03) Upcoming QRA

(32:14) Potential Fed Pivot

(35:49) Dollar Regime Shift

(46:08) Housing Market

(51:04) Final Thoughts

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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Markets #ForwardGuidance