Stellar Jobs Report Sends Recession Odds Spiraling | Weekly Roundup

Forward Guidance

This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, and much more. Enjoy!

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Weekly Roundup Charts: https://drive.google.com/file/d/1S24tXpteiZg1jilfU8aXk0L_NtXFLXVg/view?usp=drive_link

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Join us at Permissionless III Oct 9-11. Use code: JAUVIN30 for a 30% discount: https://blockworks.co/event/permissionless-iii

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Timestamps:

(00:00) Introduction

(02:34) Non-Farm Payrolls

(10:59) Fixed Income & High Yield

(12:43) Global Coordinated Easing Cycle

(16:20) US Dollar & US Exceptionalism

(18:52) Global Easing Driving Growth & Liquidity

(22:08) The Big Picture

(26:32) Permissionless Ad

(27:11) Oil, Gold, & the Middle East

(31:37) Global Collateral Shift

(33:19) Middle East Tail Risk

(36:23) SOFR Explosion & QT

(42:09) Simplifying Macro Trading

(45:25) Economic Politics

(48:28) Crypto Markets

(50:31) Election Pricing in Markets

(55:56) Permissionless Next Week

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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.