Stellar Jobs Report Sends Recession Odds Spiraling

What this episode covers

This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, 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 Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Follow Blockworks: https://twitter.com/Blockworks_ — Weekly Roundup Charts: https://drive.google.com/file/d/1S24tXpteiZg1jilfU8aXk0L_NtXFLXVg/view?usp=drive_link — Join us at Permissionless III Oct 9-11. Use code: JAUVIN30 for a 30% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (02:34) Non-Farm Payrolls (10:59) Fixed Income & High Yield (12:43) Global Coordinated Easing Cycle (16:20) US Dollar & US Exceptionalism (18:52) Global Easing Driving Growth & Liquidity (22:08) The Big Picture (26:32) Permissionless Ad (27:11) Oil, Gold, & the Middle East (31:37) Global Collateral Shift (33:19) Middle East Tail Risk (36:23) SOFR Explosion & QT (42:09) Simplifying Macro Trading (45:25) Economic Politics (48:28) Crypto Markets (50:31) Election Pricing in Markets (55:56) Permissionless Next Week — 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.

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Frequently Asked Questions

How long is this episode of Forward Guidance?

This episode is 56 minutes long.

When was this Forward Guidance episode published?

This episode was published on October 5, 2024.

What is this episode about?

This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, and much more. Enjoy! — Follow Quinn:...

Can I download this Forward Guidance episode?

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