What is Macro Telling Us? | Weekly Roundup

Forward Guidance

This week we sat down at Permissionless to discuss the latest CPI and labor market data, the likely noise in the upcoming labor data, and the impact of coordinated central banking. We also delve into the election, its potential impact on crypto, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(01:26) Inflation & Labor Market Data

(06:03) Inflation Mechanics

(10:13) Labor Market Noise

(14:13) Coordinated Central Banking

(19:26) Bifurcated Economy

(23:45) Is Macro Bullish or Bearish?

(30:11) Crypto & the Election

(36:18) Bitcoin Outlook & Final Thoughts

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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.