Macro Signals Are All Flashing Warnings

While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and central bank policy—and why markets may be underestimating the risks. As always, remember this pod ...  Show more

As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and the industry’s next phase. – Follow David: https://x.com/dcanellis — Get top market insights and the latest in crypto news. Subscrib ...  Show more

Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with th ...

We are rejoined by Nik Bhatia, author of Layered Money, to get his perspective on the bond market, the global economy, and bitcoin. Why did bonds have their worst year ever? Why is Nik convinced a recession is looming? How does he see the bond market developing in the medium a ...

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ...  Show more

US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ...  Show more