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In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate decision, Powell’s press conference, and what it all means for markets going forward.
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Follow Joseph: https://x.com/FedGuy12
Follow Brent: https://x.com/donnelly_brent
Follow Bob: https://x.com/BobEUnlimited
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Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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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
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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Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
__
Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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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):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
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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
