The Bottom Is In For Yields, NOT Equities | Vincent Deluard скачать в хорошем качестве

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy! __ Follow Vincent Deluard: https://x.com/VincentDeluard Follow Felix: https://x.com/fejau_inc Follow Forward Guidance:   / forwardguidance   Follow Blockworks:   / blockworks_   Forward Guidance Newsletter: https://blockworks.co/newsletter/forw... Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/... — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission! https://blockworks.co/event/digital-a... — Timestamps: 00:00 Introduction 00:40 Inflation Predictions and Seasonal Adjustments 05:50 Stagflation Concerns and Economic Slowdown 07:33 State-Level Spending and Fiscal Policy 17:42 Tariffs & the Art of the Deal 19:25 Economic Noise vs Signal 23:36 Federal Reserve and Monetary Policy 25:36 DAS Promo 26:13 Bond Market and Liquidity 33:23 Target Date Funds 36:17 Trump Administration Goals 51:06 Surge in Foreign Yields 59:22 Market Predictions 01:03:36 Learn More About Vincent __ 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.