🎙️NEW POD: Markets Haven’t Priced In The End of Fiscal Tailwinds We Discuss: 🔶 Entering a contractionary fiscal impulse 🔶 Why QRA threw cold water, not gasoline 🔶 Fed leadership vacuum & September pivot odds 🔶 Why long bonds still can’t catch a bid 🔶 Stablecoin myths & marginal buyers of T-bills @dampedspring @fejau_inc Links Below ↓

Everything you need to know about the current state of the labor market ↓

ICYMI: Will Market Euphoria Cool Off In August? We discuss: - The macro super bowl (FOMC, GDP, QRA, etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! 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 @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓

New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! 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 Links Below ↓

Really enjoyed this post Fed meeting conversation earlier this week hosted by @fejau_inc from @forwardguidance with @FedGuy12 and @donnelly_brent.

New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! Links Below ↓

Rates aren’t breaking anything. Households and corporates locked in cheap debt, and savings rates aren’t surging despite higher yields. @DannyDayan5 argues the economy isn’t slowing like it should because the hikes never truly bit ↓

In our interview with @DannyDayan5, he broke down his new financial conditions model that’s challenging consensus. The Fed thinks it’s restrictive, but growth & inflation say otherwise. Why Danny thinks the next inflation wave may be heating up ↓

ICYMI: Our Livestream Yesterday Breaking Down The FOMC Meeting ⬇️ We Discuss: 🔶 The hawkish surprise from the Fed 🔶 Why Powell pushed back on September cuts 🔶 What tariffs & immigration mean for inflation 🔶 The real drivers of the U.S. economy now 🔶 What's the post-FOMC trade? Timestamps: 00:00 Intro 00:25 Reactions to Hawkish Fed 07:45 GDP and Economic Growth 12:52 Inflation and the Labor Market 16:16 Tariffs and Their Economic Impact 21:49 Currency Dynamics and the US Dollar 27:42 Structural vs. Cyclical Dollar Trends 32:40 Future Fed Leadership 43:19 What's the Trade? 47:11 Crypto and Gold Market 50:47 Final Thoughts @FedGuy12 @donnelly_brent @BobEUnlimited @fejau_inc Links Below ↓

Labor supply is vanishing. @DannyDayan5 explains that immigration stalling has dramatically lowered the breakeven job growth level to ~80K. Now, the Fed risks overstimulating ↓