In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and examine the outlook for growth—plus much more. Enjoy!

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Treasury Companies: Market Data - https://blockworks.co/analytics/treasury-companies/market-data

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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

(01:56) Takeaways From Economic Data

(08:51) AI Capex Is The Economy Now

(11:09) VanEck Ad

(11:53) AI Capex Is The Economy Now

(17:46) Are We In Stagflation?

(22:16) Will Market Euphoria Cool Off In August?

(29:05) VanEck Ad

(29:50) How To Navigate Stagflation?

(38:12) Strategy’s Q2 Earnings

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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