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Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

The Federal Reserve is seen as a last stronghold against political pressure on interest rates. Shrinking the Fed's balance sheet may impact risk markets. Kevin Warsh's past monetary policy judgments…

Continue ReadingJoseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

The current global economy is heavily influenced by wartime conditions, impacting economic, military, and strategic asset dynamics. Global conflicts are expected to intensify, suggesting increased volatility in markets. Deglobalization and…

Continue ReadingCem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Inflationary pressures may resemble those of the late 1990s and early 2000s. The US economy is experiencing rapid growth, potentially leading to significant fiscal stimulus. Tax collections are a reliable…

Continue ReadingVincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Alex Gurevich: Interest rates may return to zero, the long-term bond market trend is breaking down, and parabolic rallies follow slow upward trends | Forward Guidance

Interest rates may return to zero due to current economic conditions. The long-term bond market trend is breaking down, signaling a shift in economic conditions. Asset prices often experience parabolic…

Continue ReadingAlex Gurevich: Interest rates may return to zero, the long-term bond market trend is breaking down, and parabolic rallies follow slow upward trends | Forward Guidance