Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup – Forward Guidance

Felix

So you have better growth, stronger labor market, higher inflation, and yet we're cutting.

Quinn

I mean, you have every cut possible priced in the market in the next year, basically. We can officially declare Trump the victor in his war against the Fed.

Tyler

That's what it takes to delever this war wartime debt. And the new mandate is here. It's front and center.

Felix

Now there's so much noise on Fed Day. To me, the real signal is the Thursday afterwards, and here we are. It's bonds are getting sold off, equities are rallying, and small caps are leading charge. Like, it's it's game on in my mind.

Quinn

Like, we're not even to QE yet.

Felix

This episode is brought to you by Vanek Semiconductor ETFs. You'll hear more about the Vanek Semiconductor ETF, ticker SMH, the largest semiconductor ETF, and its newer VanEck Fabless Semiconductor ETF, ticker SMHX, later in the show. Blockworks Digital Asset Summit, crypto's premier institutional event, is back in London this October. You've got top speakers from BlackRock, Circle, Coinbase, the UK Parliament, and Athena all under one roof. I'll be there as well hosting a live forward guidance episode with Quinn and a few others. So if you wanna see us record in the flesh meet some of the oth

Tyler

of me. Our our in house lumberjack.

Felix

I am

Tyler

really welcome to forward guidance.

Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

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