CPI, Yields, & The Growth Debate | Weekly Roundup

This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp — Weekly Roundup Charts: https://drive.google.com/file/d/1UR_BWMbyzFgxqrCEZ6DjhGK36TDJQEjX/view?usp=sharing — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps (00:00) Introduction (02:44) CPI & Inflation (09:03) Yields, Positioning, & Market Whipsaw (12:27) Growth Debate (22:01) Ads (23:16) Equity Contra-Indicators (27:54) Inauguration Day: Buy Or Sell The News? (31:14) Crypto Reserve Debate (35:11) Bonds Recycling Into Other Assets (37:05) Fiat Debasement & Trump (39:23) Japan & BOJ Rate Hike (45:20) Nasdaq Vs Small Caps __ 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.