The Rug Pull on Global Liquidity | Brent Johnson on Unwind of the Yen Carry Trade, and the Exaggerated Rumors of the Dollar’s Demise

The Rug Pull on Global Liquidity | Brent John...

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The Consumer Cushion Is Almost Gone | Weekly Roundup

Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control. This week, we unpack the AI-driven melt-up in equities, the hidden stress building across Main Street, and why hyperscaler debt, derivatives man ...  Show more

 . 52min 39sec
The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta

AI is holding up the economy, but the foundation underneath is getting harder to read. Neil Dutta of Renaissance Macro joins Forward Guidance to unpack why inflation, labor, and AI capex are reshaping the Fed’s path. We cover the consumer squeeze, K-shaped spending, manufacturing ...  Show more

 . 48min 41sec

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