Episode Details
| Title | Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig |
|---|---|
| Date | 7/25/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $YIELDCURVESTEEPENER - Jens expects the yield curve steepening trend to continue, citing multiple supporting factors.
- “I think a lot of people are looking at steepening trends in the yield curve, and I think there's a lot of good reasons for those to to continue to play out.” - Jens (45:00)
- 🟢 $GOLD - 🔒
- 🟢 $EUR - 🔒
- 🟢 $AITECH - 🔒
Bearish:
- 🔻 $USD - 🔒